Pinnacle Wealth Planning Services, Inc.

Position in MFC — Manulife Financial Corp

CIK 1726752 MANSFIELD, OH

Position in MFC

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$305,809

+$48,267 QoQ

Shares Held

7,549

+0.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#487

of 803 holders

Holding Since

Dec 2020

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Pinnacle Wealth Planning Services, Inc. holds $3,215,312 across 14 Insurance - Life names. MFC ranks #5 (9.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MET	Metlife Inc	6,818	$576,870
2	PRU	Prudential Financial Inc	4,695	$506,731
3	AFL	Aflac Inc	3,662	$429,369
4	GL	Globe Life Inc.	2,114	$377,729
5	MFC	Manulife Financial Corp This page	7,549	$305,809
6	LNC	Lincoln National Corp	8,243	$291,390
7	PUK	Prudential PLC	9,226	$247,349
8	JXN	Jackson Financial Inc.	1,536	$157,271

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$305,809	7,549	+0.9%	Shares	Sole	2026-08-07
2026-03-31	$257,542	7,478	-7.8%	Shares	Sole	2026-05-11
2025-12-31	$294,303	8,112	0.0%	Shares	Sole	2026-02-13
2025-09-30	$252,688	8,112	+0.0%	Shares	Sole	2025-11-13
2025-06-30	$259,227	8,111	-10.3%	Shares	Sole	2025-08-11
2025-03-31	$281,751	9,045	+3.0%	Shares	Sole	2025-05-15
2024-12-31	$269,664	8,781	0.0%	Shares	Sole	2025-02-27
2024-09-30	$259,478	8,781	0.0%	Shares	Sole	2024-11-13
2024-06-30	$233,750	8,781	0.0%	Shares	Sole	2024-08-09
2024-03-31	$219,437	8,781	-25.7%	Shares	Sole	2024-05-10
2022-03-31	$252,335	11,819	0.0%	Shares	Sole	2022-04-20
2021-12-31	$225,388	11,819	+344.3%	Shares	Sole	2022-01-21
2020-12-31	$47,401	2,660	—	Shares	Sole	2021-02-12
No filing history on record for this holder in this stock.