Position in MFC
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$9,864,266
+$619,262 QoQ
Shares Held
243,502
-9.3% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.88%
of 13F equity value
Holder Rank
#140
of 805 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MFC Over Time
Shares Held
Position Value (USD)
Position in Insurance - Life
Financial Services · as of Jun 30, 2026FOSTER & MOTLEY INC holds $40,990,572 across 5 Insurance - Life names. MFC ranks #2 (24.1% of the industry book) .
All Filings in MFC
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,864,266 | 243,502 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $9,245,004 | 268,438 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $9,903,061 | 272,962 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $9,614,167 | 308,641 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $9,951,672 | 311,379 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $10,166,955 | 326,387 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $10,019,506 | 326,262 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $9,759,005 | 330,254 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $8,692,494 | 326,540 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $8,065,422 | 322,746 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $6,859,950 | 310,405 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $4,633,413 | 253,469 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $3,985,187 | 210,745 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $2,891,461 | 157,487 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $2,655,626 | 148,858 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $2,126,262 | 135,690 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $2,378,802 | 137,265 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $2,999,952 | 140,513 | Shares | Sole | 2022-04-28 | |
| 2021-12-31 | $2,784,601 | 146,020 | Shares | Sole | 2022-01-25 | |
| 2021-09-30 | $2,913,513 | 151,430 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $2,805,339 | 142,403 | Shares | Sole | 2021-07-20 | |
| 2021-03-31 | $3,042,185 | 141,497 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $2,135,334 | 119,828 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $1,178,065 | 84,692 | Shares | Sole | 2020-10-19 | |
| 2020-06-30 | $1,082,912 | 79,509 | Shares | Sole | 2020-07-20 | |
| 2020-03-31 | $1,482,528 | 118,224 | Shares | Sole | 2020-04-21 | |
| No filing history on record for this holder in this stock. | ||||||