EverSource Wealth Advisors, LLC
Position in MFC — Manulife Financial Corp
CIK 1710537
BIRMINGHAM, AL
Position in MFC
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$358,631
-$149,905 QoQ
Shares Held
8,853
-40.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#456
of 805 holders
Holding Since
Dec 2021
18 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, 2026EverSource Wealth Advisors, LLC holds $3,191,157 across 17 Insurance - Life names. MFC ranks #4 (11.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AFL |
Aflac Inc
|
9,771 | $1,145,647 | |
| 2 | MET |
Metlife Inc
|
4,500 | $380,740 | |
| 3 | GL |
Globe Life Inc.
|
2,068 | $369,507 | |
| 4 | MFC |
Manulife Financial Corp
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|
8,853 | $358,631 | |
| 5 | PRU |
Prudential Financial Inc
|
3,235 | $349,149 | |
| 6 | PUK |
Prudential PLC
|
5,721 | $153,376 | |
| 7 | UNM |
Unum Group
|
1,280 | $114,426 | |
| 8 | JXN |
Jackson Financial Inc.
|
831 | $85,080 |
All Filings in MFC
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $358,631 | 8,853 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $508,536 | 14,766 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $366,606 | 10,105 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $311,155 | 9,989 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $315,955 | 9,886 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $202,817 | 6,511 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $186,100 | 6,060 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $170,383 | 5,766 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $237,101 | 8,907 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $214,112 | 8,568 | Shares | Sole | 2024-06-11 | |
| 2023-12-31 | $148,577 | 6,723 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $19,851 | 1,086 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $50,432 | 2,667 | Shares | Sole | 2023-08-04 | |
| 2022-12-31 | $517 | 29 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $2,177 | 139 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $63,478 | 3,663 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $9,948 | 466 | Shares | Sole | 2022-05-25 | |
| 2021-12-31 | $8,885 | 466 | Shares | Sole | 2022-02-17 | |
| No filing history on record for this holder in this stock. | ||||||