MONETA GROUP INVESTMENT ADVISORS LLC

Position in MFC — Manulife Financial Corp

CIK 1120927 ST LOUIS, MO

Position in MFC

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$672,952

+$141,268 QoQ

Shares Held

16,612

+7.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#364

of 805 holders

Holding Since

Sep 2024

8 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

MONETA GROUP INVESTMENT ADVISORS LLC holds $3,971,024 across 6 Insurance - Life names. MFC ranks #2 (16.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PRI	Primerica, Inc.	5,726	$1,627,329
2	MFC	Manulife Financial Corp This page	16,612	$672,952
3	AFL	Aflac Inc	4,883	$572,531
4	PRU	Prudential Financial Inc	4,769	$514,718
5	MET	Metlife Inc	4,364	$369,238
6	LNC	Lincoln National Corp	6,061	$214,256

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$672,952	16,612	+7.6%	Shares	Sole	2026-08-14
2026-03-31	$531,684	15,438	-2.4%	Shares	Sole	2026-05-12
2025-12-31	$574,058	15,823	0.0%	Shares	Sole	2026-02-12
2025-09-30	$492,886	15,823	+0.8%	Shares	Sole	2025-11-14
2025-06-30	$501,835	15,702	-3.8%	Shares	Sole	2025-08-14
2025-03-31	$508,679	16,330	+62.3%	Shares	Sole	2025-05-15
2024-12-31	$308,973	10,061	+1.5%	Shares	Sole	2025-02-11
2024-09-30	$293,017	9,916	—	Shares	Sole	2024-11-12
No filing history on record for this holder in this stock.