HB Wealth Management, LLC

Position in MFC — Manulife Financial Corp

CIK 1911253 Atlanta, GA

Position in MFC

as of Mar 31, 2026 · filed Apr 27, 2026 Compact

Position Value

$2,004,511

-$68,092 QoQ

Shares Held

58,203

+1.9% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2023

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Mar 31, 2026

HB Wealth Management, LLC holds $18,855,660 across 11 Insurance - Life names. MFC ranks #4 (10.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AFL	Aflac Inc	67,076	$7,358,907
2	PRU	Prudential Financial Inc	30,013	$2,931,969
3	MET	Metlife Inc	40,517	$2,865,362
4	MFC	Manulife Financial Corp This page	58,203	$2,004,511
5	UNM	Unum Group	16,112	$1,176,659
6	LNC	Lincoln National Corp	24,982	$886,861
7	GL	Globe Life Inc.	4,740	$659,665
8	PRI	Primerica, Inc.	2,335	$584,870

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
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.