West Family Investments, Inc.

Position in MFC — Manulife Financial Corp

CIK 1568303 CARLSBAD, CA

Position in MFC

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$219,645

-$501,202 QoQ

Shares Held

5,422

-72.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#575

of 805 holders

Holding Since

Jun 2021

16 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

West Family Investments, Inc. holds $2,149,665 across 7 Insurance - Life names. MFC ranks #6 (10.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PRU	Prudential Financial Inc	4,760	$513,746
2	MET	Metlife Inc	4,806	$406,635
3	CNO	CNO Financial Group, Inc.	5,470	$278,860
4	LNC	Lincoln National Corp	7,636	$269,932
5	UNM	Unum Group	2,764	$247,101
6	MFC	Manulife Financial Corp This page	5,422	$219,645
7	AFL	Aflac Inc	1,823	$213,746

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$219,645	5,422	-72.7%	Shares	Sole	2026-08-10
2025-12-31	$720,847	19,869	0.0%	Shares	Sole	2026-02-11
2025-09-30	$618,919	19,869	+0.8%	Shares	Sole	2025-11-12
2025-06-30	$630,187	19,718	+13.0%	Shares	Sole	2025-08-13
2025-03-31	$543,318	17,442	0.0%	Shares	Sole	2025-05-02
2024-12-31	$535,643	17,442	-0.9%	Shares	Sole	2025-02-07
2024-09-30	$519,873	17,593	+8.2%	Shares	Sole	2024-11-08
2024-06-30	$432,654	16,253	0.0%	Shares	Sole	2024-08-05
2024-03-31	$406,162	16,253	0.0%	Shares	Sole	2024-05-13
2023-12-31	$359,191	16,253	0.0%	Shares	Sole	2024-02-06
2023-09-30	$297,104	16,253	0.0%	Shares	Sole	2023-11-02
2023-06-30	$307,344	16,253	-7.7%	Shares	Sole	2023-08-16
2023-03-31	$323,154	17,601	0.0%	Shares	Sole	2023-05-03
2022-12-31	$314,001	17,601	-2.2%	Shares	Sole	2023-02-08
2022-09-30	$282,122	18,004	-6.4%	Shares	Sole	2022-11-04
2021-06-30	$379,106	19,244	—	Shares	Sole	2022-02-15
No filing history on record for this holder in this stock.