Marks Group Wealth Management, Inc

Position in MFC — Manulife Financial Corp

CIK 1802473 MINNETONKA, MN

Position in MFC

as of Mar 31, 2026 · filed May 5, 2026 Compact

Position Value

$297,802

-$19,611 QoQ

Shares Held

8,647

-1.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2022

15 quarters on record

Voting authority Sole 2% Shared 98% None 0%

Financial Services · as of Mar 31, 2026

Marks Group Wealth Management, Inc holds $6,785,984 across 2 Insurance - Life names. MFC ranks #2 (4.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	PRI	Primerica, Inc.	25,903	$6,488,182
2	MFC	Manulife Financial Corp This page	8,647	$297,802

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$297,802	8,647	-1.2%	Shares	Other	2026-05-05
2025-12-31	$317,413	8,749	-2.5%	Shares	Other	2026-02-11
2025-09-30	$279,571	8,975	-31.2%	Shares	Other	2025-11-10
2025-06-30	$417,046	13,049	-6.5%	Shares	Other	2025-07-22
2025-03-31	$434,635	13,953	-5.5%	Shares	Other	2025-05-01
2024-12-31	$453,248	14,759	-50.7%	Shares	Other	2025-01-29
2024-09-30	$884,637	29,937	-6.3%	Shares	Other	2024-10-30
2024-06-30	$850,721	31,958	-6.9%	Shares	Other	2024-08-14
2024-03-31	$857,756	34,324	-6.4%	Shares	Other	2024-04-29
2023-12-31	$810,605	36,679	-3.7%	Shares	Other	2024-02-01
2023-09-30	$696,120	38,081	-0.5%	Shares	Other	2023-10-30
2023-06-30	$724,026	38,288	+31.7%	Shares	Other	2023-07-19
2023-03-31	$533,835	29,076	-0.2%	Shares	Other	2023-05-03
2022-12-31	$519,572	29,124	-4.7%	Shares	Other	2023-02-06
2022-09-30	$479,094	30,574	—	Shares	Other	2022-11-14
No filing history on record for this holder in this stock.