Private Wealth Asset Management, LLC
Position in MFC — Manulife Financial Corp
CIK 1883006
OMAHA, NE
Position in MFC
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$146,848
+$63,435 QoQ
Shares Held
3,625
+49.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#607
of 805 holders
Holding Since
Mar 2025
6 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, 2026Private Wealth Asset Management, LLC holds $2,360,273 across 7 Insurance - Life names. MFC ranks #2 (6.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AFL |
Aflac Inc
|
18,493 | $2,168,304 | |
| 2 | MFC |
Manulife Financial Corp
This page
|
3,625 | $146,848 | |
| 3 | MET |
Metlife Inc
|
300 | $25,383 | |
| 4 | PRU |
Prudential Financial Inc
|
92 | $9,929 | |
| 5 | PRI |
Primerica, Inc.
|
27 | $7,673 | |
| 6 | PUK |
Prudential PLC
|
44 | $1,179 | |
| 7 | FG |
F&G Annuities & Life, Inc.
|
36 | $957 |
All Filings in MFC
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $146,848 | 3,625 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $83,413 | 2,422 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $89,611 | 2,470 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $83,793 | 2,690 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $85,972 | 2,690 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $81,924 | 2,630 | Shares | Sole | 2025-05-15 | |
| No filing history on record for this holder in this stock. | ||||||