Patriot Financial Group Insurance Agency, LLC
InsurancePosition in MFC — Manulife Financial Corp
CIK 1694883
Westborough, MA
Position in MFC
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$263,315
-$189,157 QoQ
Shares Held
6,500
-50.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#522
of 805 holders
Holding Since
Mar 2020
16 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, 2026Patriot Financial Group Insurance Agency, LLC holds $3,116,345 across 6 Insurance - Life names. MFC ranks #5 (8.4% of the industry book) .
All Filings in MFC
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $263,315 | 6,500 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $452,472 | 13,138 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $240,790 | 6,637 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $217,551 | 6,984 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $205,406 | 6,427 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $200,201 | 6,427 | Shares | Sole | 2025-04-14 | |
| 2022-06-30 | $693 | 40 | Shares | Sole | 2022-07-29 | |
| 2022-03-31 | $854 | 40 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $762 | 40 | Shares | Sole | 2022-01-10 | |
| 2021-09-30 | $769 | 40 | Shares | Sole | 2021-11-24 | |
| 2021-06-30 | $4,432 | 225 | Shares | Sole | 2021-07-30 | |
| 2021-03-31 | $4,837 | 225 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $4,009 | 225 | Shares | Sole | 2021-01-15 | |
| 2020-09-30 | $3,129 | 225 | Shares | Sole | 2020-10-21 | |
| 2020-06-30 | $8,512 | 625 | Shares | Sole | 2020-07-10 | |
| 2020-03-31 | $8,890 | 709 | Shares | Sole | 2020-04-15 | |
| No filing history on record for this holder in this stock. | ||||||