Waverly Advisors, LLC

Position in MFC — Manulife Financial Corp

CIK 1568787 BIRMINGHAM, AL

Position in MFC

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$3,770,306

+$550,235 QoQ

Shares Held

93,071

-0.5% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#201

of 805 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Waverly Advisors, LLC holds $13,948,069 across 6 Insurance - Life names. MFC ranks #2 (27.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MET	Metlife Inc	62,853	$5,317,992
2	MFC	Manulife Financial Corp This page	93,071	$3,770,306
3	AFL	Aflac Inc	19,213	$2,252,724
4	GL	Globe Life Inc.	8,028	$1,434,443
5	PRU	Prudential Financial Inc	7,591	$819,296
6	UNM	Unum Group	3,952	$353,308

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,770,306	93,071	-0.5%	Shares	Sole	2026-08-14
2026-03-31	$3,220,071	93,498	+0.4%	Shares	Sole	2026-05-15
2025-12-31	$3,377,268	93,089	+566.9%	Shares	Sole	2026-02-17
2025-09-30	$434,791	13,958	+0.9%	Shares	Sole	2025-11-14
2025-06-30	$442,198	13,836	-0.8%	Shares	Sole	2025-08-14
2025-03-31	$434,573	13,951	+4.9%	Shares	Sole	2025-05-15
2024-12-31	$408,504	13,302	—	Shares	Sole	2025-02-14
No filing history on record for this holder in this stock.