Position in MFC
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$241,558
-$59,783 QoQ
Shares Held
5,963
-28.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#551
of 805 holders
Holding Since
Jun 2020
19 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, 2026AE Wealth Management LLC holds $67,556,856 across 9 Insurance - Life names. MFC ranks #8 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PRU |
Prudential Financial Inc
|
347,225 | $37,475,959 | |
| 2 | MET |
Metlife Inc
|
298,823 | $25,283,381 | |
| 3 | AFL |
Aflac Inc
|
16,789 | $1,968,494 | |
| 4 | UNM |
Unum Group
|
11,021 | $985,266 | |
| 5 | LNC |
Lincoln National Corp
|
23,711 | $838,172 | |
| 6 | JXN |
Jackson Financial Inc.
|
3,771 | $386,092 | |
| 7 | GL |
Globe Life Inc.
|
1,377 | $246,036 | |
| 8 | MFC |
Manulife Financial Corp
This page
|
5,963 | $241,558 |
All Filings in MFC
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $241,558 | 5,963 | Shares | Other | 2026-08-03 | |
| 2025-12-31 | $301,341 | 8,306 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $218,671 | 7,020 | Shares | Other | 2025-11-03 | |
| 2025-06-30 | $265,522 | 8,308 | Shares | Other | 2025-08-06 | |
| 2025-03-31 | $212,939 | 6,836 | Shares | Sole | 2025-05-06 | |
| 2023-12-31 | $635,794 | 28,769 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $540,320 | 29,558 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $509,113 | 26,923 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $657,930 | 35,835 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $812,736 | 45,557 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $664,674 | 42,417 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $1,168,076 | 67,402 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $806,688 | 37,784 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $569,659 | 29,872 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $343,645 | 17,861 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $217,094 | 11,020 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $230,458 | 10,719 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $178,681 | 10,027 | Shares | Sole | 2021-02-01 | |
| 2020-06-30 | $152,149 | 11,171 | Shares | Sole | 2020-08-05 | |
| No filing history on record for this holder in this stock. | ||||||