Perigon Wealth Management, LLC
Position in MFC — Manulife Financial Corp
CIK 1575239
SAN FRANCISCO, CA
Position in MFC
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$304,675
+$42,690 QoQ
Shares Held
7,521
-1.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#489
of 805 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MFC Over Time
Shares Held
Position Value (USD)
Position in Insurance - Life
Financial Services · as of Jun 30, 2026Perigon Wealth Management, LLC holds $4,208,482 across 7 Insurance - Life names. MFC ranks #6 (7.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AFL |
Aflac Inc
|
8,997 | $1,054,898 | |
| 2 | PRU |
Prudential Financial Inc
|
7,842 | $846,387 | |
| 3 | MET |
Metlife Inc
|
9,796 | $828,839 | |
| 4 | GL |
Globe Life Inc.
|
2,816 | $503,162 | |
| 5 | UNM |
Unum Group
|
4,243 | $379,324 | |
| 6 | MFC |
Manulife Financial Corp
This page
|
7,521 | $304,675 | |
| 7 | CNO |
CNO Financial Group, Inc.
|
5,712 | $291,197 |
All Filings in MFC
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $304,675 | 7,521 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $261,985 | 7,607 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $274,095 | 7,555 | Shares | Sole | 2026-01-16 | |
| No filing history on record for this holder in this stock. | ||||||