HB Wealth Management, LLC

Position in MFC — Manulife Financial Corp

CIK 1911253 Atlanta, GA

Position in MFC

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$2,382,190

+$377,679 QoQ

Shares Held

58,805

+1.0% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#236

of 812 holders

Holding Since

Sep 2023

12 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

HB Wealth Management, LLC holds $23,246,681 across 12 Insurance - Life names. MFC ranks #4 (10.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AFL	Aflac Inc	71,812	$8,419,957
2	PRU	Prudential Financial Inc	35,231	$3,802,481
3	MET	Metlife Inc	42,212	$3,571,557
4	MFC	Manulife Financial Corp This page	58,805	$2,382,190
5	UNM	Unum Group	18,464	$1,650,681
6	LNC	Lincoln National Corp	27,939	$987,643
7	GL	Globe Life Inc.	5,283	$943,966
8	PRI	Primerica, Inc.	2,638	$749,719

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,382,190	58,805	+1.0%	Shares	Sole	2026-07-29
2026-03-31	$2,004,511	58,203	+1.9%	Shares	Sole	2026-04-27
2025-12-31	$2,072,603	57,128	+0.2%	Shares	Sole	2026-01-28
2025-09-30	$1,775,892	57,011	+42.8%	Shares	Sole	2025-10-23
2025-06-30	$1,276,322	39,935	-31.1%	Shares	Sole	2025-07-17
2025-03-31	$1,806,014	57,978	+109.9%	Shares	Sole	2025-05-07
2024-12-31	$848,210	27,620	+140.9%	Shares	Sole	2025-01-15
2024-09-30	$338,849	11,467	+3.4%	Shares	Sole	2024-10-15
2024-06-30	$295,295	11,093	0.0%	Shares	Sole	2024-07-26
2024-03-31	$277,214	11,093	+11.1%	Shares	Sole	2024-04-30
2023-12-31	$220,602	9,982	-7.4%	Shares	Sole	2024-01-16
2023-09-30	$197,021	10,778	—	Shares	Sole	2023-10-13
No filing history on record for this holder in this stock.