Legacy Wealth Asset Management, LLC

Position in MFC — Manulife Financial Corp

CIK 1846151 WOODBURY, MN

Position in MFC

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$912,771

+$133,876 QoQ

Shares Held

22,532

-0.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.24%

of 13F equity value

Holder Rank

#332

of 805 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Legacy Wealth Asset Management, LLC holds $1,638,973 across 2 Insurance - Life names. MFC ranks #1 (55.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	MFC	Manulife Financial Corp This page	22,532	$912,771
2	PUK	Prudential PLC	27,087	$726,202

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$912,771	22,532	-0.4%	Shares	Sole	2026-07-09
2026-03-31	$778,895	22,616	-0.3%	Shares	Sole	2026-04-08
2025-12-31	$823,084	22,687	-1.2%	Shares	Sole	2026-01-12
2025-09-30	$715,017	22,954	+0.4%	Shares	Sole	2025-10-14
2025-06-30	$730,541	22,858	-3.3%	Shares	Sole	2025-07-30
2025-03-31	$735,981	23,627	-2.6%	Shares	Sole	2025-04-09
2024-12-31	$744,748	24,251	-2.9%	Shares	Sole	2025-01-15
2024-09-30	$738,306	24,985	-1.6%	Shares	Sole	2024-10-23
2024-06-30	$676,148	25,400	+0.9%	Shares	Sole	2024-08-14
2024-03-31	$628,848	25,164	-1.8%	Shares	Sole	2024-04-19
2023-12-31	$566,202	25,620	+0.5%	Shares	Sole	2024-01-10
2023-09-30	$466,066	25,496	+1.8%	Shares	Sole	2023-11-01
2023-06-30	$473,638	25,047	+0.8%	Shares	Sole	2023-08-04
2023-03-31	$456,044	24,839	+1.6%	Shares	Sole	2023-04-24
2022-12-31	$435,973	24,438	—	Shares	Sole	2023-02-02
No filing history on record for this holder in this stock.