Position in MFC
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$256,873
+$38,489 QoQ
Shares Held
6,341
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#532
of 805 holders
Holding Since
Mar 2021
10 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, 2026Keudell/Morrison Wealth Management holds $256,873 across 1 Insurance - Life name. MFC ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MFC |
Manulife Financial Corp
This page
|
6,341 | $256,873 |
All Filings in MFC
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $256,873 | 6,341 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $218,384 | 6,341 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $248,554 | 6,851 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $218,957 | 6,851 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $259,043 | 8,316 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $254,985 | 8,303 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $245,087 | 8,294 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $220,786 | 8,294 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $207,267 | 8,294 | Shares | Sole | 2024-05-07 | |
| 2021-03-31 | $211,237 | 9,825 | Shares | Sole | 2021-04-13 | |
| No filing history on record for this holder in this stock. | ||||||