BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC

Position in MFC — Manulife Financial Corp

CIK 1352860 BLUE BELL, PA

Position in MFC

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$30,220

+$4,528 QoQ

Shares Held

746

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#705

of 805 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 92% Shared 0% None 8%

Financial Services · as of Jun 30, 2026

BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC holds $100,677 across 3 Insurance - Life names. MFC ranks #2 (30.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LNC	Lincoln National Corp	1,410	$49,843
2	MFC	Manulife Financial Corp This page	746	$30,220
3	PRU	Prudential Financial Inc	191	$20,614

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$30,220	746	0.0%	Shares	Sole	2026-08-06
2026-03-31	$25,692	746	0.0%	Shares	Sole	2026-05-11
2025-12-31	$27,064	746	0.0%	Shares	Sole	2026-02-09
2025-09-30	$23,237	746	0.0%	Shares	Sole	2025-10-22
2025-06-30	$23,842	746	+15.5%	Shares	Sole	2025-08-11
2025-03-31	$20,122	646	0.0%	Shares	Sole	2025-05-05
2024-12-31	$19,838	646	+0.2%	Shares	Sole	2025-02-07
2024-09-30	$19,059	645	0.0%	Shares	Sole	2024-10-29
2024-06-30	$17,169	645	0.0%	Shares	Sole	2024-08-05
2024-03-31	$16,118	645	0.0%	Shares	Sole	2024-04-24
2023-12-31	$14,254	645	+9.7%	Shares	Sole	2024-01-25
2023-09-30	$10,748	588	+67.0%	Shares	Sole	2023-10-30
2023-06-30	$6,656	352	0.0%	Shares	Sole	2023-08-08
2023-03-31	$6,462	352	0.0%	Shares	Sole	2023-05-08
2022-12-31	$6,279	352	0.0%	Shares	Sole	2023-02-03
2022-09-30	$5,515	352	0.0%	Shares	Sole	2022-11-09
2022-06-30	$6,100	352	0.0%	Shares	Sole	2022-08-02
2022-03-31	$7,515	352	0.0%	Shares	Sole	2022-04-21
2021-12-31	$6,712	352	—	Shares	Sole	2022-01-26
No filing history on record for this holder in this stock.