Position in MFC
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$204,413
-$52,921 QoQ
Shares Held
5,046
-28.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#588
of 805 holders
Holding Since
Dec 2022
13 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, 2026B. Riley Wealth Advisors, Inc. holds $1,052,299 across 3 Insurance - Life names. MFC ranks #3 (19.4% of the industry book) .
All Filings in MFC
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $204,413 | 5,046 | Shares | Sole | 2026-07-14 | |
| 2025-12-31 | $257,334 | 7,093 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $220,915 | 7,092 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $226,628 | 7,091 | Shares | Sole | 2025-08-19 | |
| 2024-12-31 | $404,389 | 13,168 | Shares | Sole | 2025-02-25 | |
| 2024-09-30 | $364,587 | 12,338 | Shares | Sole | 2024-12-13 | |
| 2024-06-30 | $343,744 | 12,913 | Shares | Sole | 2024-08-19 | |
| 2024-03-31 | $267,393 | 10,700 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $277,465 | 12,555 | Shares | Sole | 2024-03-15 | |
| 2023-09-30 | $195,596 | 10,700 | Shares | Sole | 2023-12-01 | |
| 2023-06-30 | $237,207 | 12,544 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $243,251 | 13,249 | Shares | Sole | 2023-05-17 | |
| 2022-12-31 | $210,297 | 11,788 | Shares | Sole | 2023-03-15 | |
| No filing history on record for this holder in this stock. | ||||||