Integrated Wealth Concepts LLC

Position in MFC — Manulife Financial Corp

CIK 1737109 WALTHAM, MA

Position in MFC

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$1,537,840

+$524,099 QoQ

Shares Held

37,962

+29.0% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#276

of 802 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Integrated Wealth Concepts LLC holds $15,704,598 across 17 Insurance - Life names. MFC ranks #4 (9.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AFL	Aflac Inc	40,846	$4,789,193
2	PRU	Prudential Financial Inc	24,420	$2,635,650
3	UNM	Unum Group	19,387	$1,733,197
4	MFC	Manulife Financial Corp This page	37,962	$1,537,840
5	MET	Metlife Inc	15,968	$1,351,052
6	GL	Globe Life Inc.	7,166	$1,280,420
7	PRI	Primerica, Inc.	3,476	$987,879
8	JXN	Jackson Financial Inc.	6,947	$711,303

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,537,840	37,962	+29.0%	Shares	Sole	2026-08-12
2026-03-31	$1,013,741	29,435	+185.1%	Shares	Other	2026-05-15
2025-12-31	$374,591	10,325	-63.4%	Shares	Other	2026-02-13
2025-09-30	$878,585	28,205	-0.0%	Shares	Other	2025-11-14
2025-06-30	$901,591	28,210	-4.6%	Shares	Other	2025-08-14
2025-03-31	$920,638	29,555	-1.2%	Shares	Other	2025-05-15
2024-12-31	$918,597	29,912	-1.8%	Shares	Other	2025-02-14
2024-09-30	$900,122	30,461	-2.1%	Shares	Other	2024-11-14
2024-06-30	$828,068	31,107	+2.8%	Shares	Other	2024-08-14
2024-03-31	$756,297	30,264	-74.5%	Shares	Sole	2024-05-15
2023-12-31	$2,628,021	118,915	+7.4%	Shares	Sole	2024-02-13
2023-09-30	$2,023,650	110,703	+2.0%	Shares	Sole	2023-11-15
2023-06-30	$2,052,793	108,556	-2.3%	Shares	Sole	2023-08-15
2023-03-31	$2,040,218	111,123	—	Shares	Sole	2023-05-03
No filing history on record for this holder in this stock.