Valeo Financial Advisors, LLC

Position in MFC — Manulife Financial Corp

CIK 1722641 CARMEL, IN

Position in MFC

as of Jun 30, 2026 · filed Jul 8, 2026 Compact

Position Value

$343,362

+$341,513 QoQ

Shares Held

8,476

+9755.8% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#467

of 805 holders

Holding Since

Mar 2020

6 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Valeo Financial Advisors, LLC holds $4,154,630 across 6 Insurance - Life names. MFC ranks #5 (8.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AFL	Aflac Inc	16,952	$1,987,622
2	MET	Metlife Inc	9,114	$771,135
3	PRU	Prudential Financial Inc	4,239	$457,515
4	LNC	Lincoln National Corp	9,715	$343,425
5	MFC	Manulife Financial Corp This page	8,476	$343,362
6	UNM	Unum Group	2,814	$251,571

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$343,362	8,476	+9755.8%	Shares	Sole	2026-07-08
2021-03-31	$1,849	86	0.0%	Shares	Sole	2021-04-12
2020-12-31	$1,532	86	0.0%	Shares	Sole	2021-02-11
2020-09-30	$1,196	86	-85.1%	Shares	Sole	2020-10-28
2020-06-30	$7,872	578	+6.4%	Shares	Sole	2020-07-20
2020-03-31	$6,809	543	—	Shares	Sole	2020-04-13
No filing history on record for this holder in this stock.