GRIMES & Co WEALTH MANAGEMENT, LLC

Position in MFC — Manulife Financial Corp

CIK 1321993 WESTBOROUGH, MA

Position in MFC

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$1,176,085

+$197,025 QoQ

Shares Held

29,032

+2.1% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#301

of 805 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

GRIMES & Co WEALTH MANAGEMENT, LLC holds $3,415,906 across 4 Insurance - Life names. MFC ranks #1 (34.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MFC	Manulife Financial Corp This page	29,032	$1,176,085
2	LNC	Lincoln National Corp	28,341	$1,001,854
3	AFL	Aflac Inc	6,264	$734,454
4	MET	Metlife Inc	5,951	$503,513

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,176,085	29,032	+2.1%	Shares	Other	2026-07-17
2026-03-31	$979,060	28,428	-12.0%	Shares	Sole	2026-04-21
2025-12-31	$1,172,496	32,318	+15.0%	Shares	Sole	2026-02-03
2025-09-30	$875,190	28,096	-11.1%	Shares	Sole	2025-10-27
2025-06-30	$1,010,255	31,610	+0.4%	Shares	Sole	2025-07-22
2025-03-31	$980,851	31,488	+0.7%	Shares	Sole	2025-04-17
2024-12-31	$960,455	31,275	+2.7%	Shares	Sole	2025-01-21
2024-09-30	$900,299	30,467	+0.7%	Shares	Sole	2024-10-22
2024-06-30	$805,467	30,258	+0.9%	Shares	Sole	2024-07-22
2024-03-31	$749,450	29,990	+0.8%	Shares	Sole	2024-04-17
2023-12-31	$657,430	29,748	+18.5%	Shares	Sole	2024-01-24
2023-09-30	$458,882	25,103	-1.8%	Shares	Sole	2023-10-19
2023-06-30	$483,188	25,552	0.0%	Shares	Sole	2023-07-19
2023-03-31	$469,134	25,552	0.0%	Shares	Sole	2023-04-20
2022-12-31	$455,847	25,552	+1.4%	Shares	Sole	2023-01-25
2022-09-30	$394,727	25,190	-3.4%	Shares	Sole	2022-10-28
2022-06-30	$452,139	26,090	0.0%	Shares	Sole	2022-07-22
2022-03-31	$557,021	26,090	+3.6%	Shares	Sole	2022-05-06
2021-12-31	$480,373	25,190	-7.1%	Shares	Sole	2022-02-01
2021-09-30	$521,808	27,121	+3.5%	Shares	Sole	2021-11-08
2021-06-30	$516,099	26,198	-1.8%	Shares	Other	2021-08-04
2021-03-31	$573,426	26,671	-18.0%	Shares	Other	2021-05-12
2020-12-31	$579,844	32,539	-1.7%	Shares	Sole	2021-02-02
2020-09-30	$460,225	33,086	-1.5%	Shares	Sole	2020-11-12
2020-06-30	$457,440	33,586	+3.7%	Shares	Sole	2020-07-31
2020-03-31	$405,957	32,373	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.