Position in MFC
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$87,704
+$17,865 QoQ
Shares Held
2,165
+12.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#631
of 805 holders
Holding Since
Mar 2023
8 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, 2026Cape Investment Advisory, Inc. holds $178,788 across 7 Insurance - Life names. MFC ranks #1 (49.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MFC |
Manulife Financial Corp
This page
|
2,165 | $87,704 | |
| 2 | PRU |
Prudential Financial Inc
|
330 | $35,616 | |
| 3 | MET |
Metlife Inc
|
221 | $18,698 | |
| 4 | GL |
Globe Life Inc.
|
100 | $17,868 | |
| 5 | AFL |
Aflac Inc
|
140 | $16,414 | |
| 6 | PUK |
Prudential PLC
|
48 | $1,286 | |
| 7 | BHF |
Brighthouse Financial, Inc.
|
19 | $1,202 |
All Filings in MFC
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $87,704 | 2,165 | Shares | Sole | 2026-07-23 | |
| 2025-12-31 | $69,839 | 1,925 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $4,859 | 156 | Shares | Sole | 2025-12-29 | |
| 2025-06-30 | $59,317 | 1,856 | Shares | Sole | 2025-08-19 | |
| 2025-03-31 | $4,859 | 156 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $4,790 | 156 | Shares | Sole | 2025-02-05 | |
| 2023-12-31 | $10,519 | 476 | Shares | Sole | 2024-02-12 | |
| 2023-03-31 | $5,508 | 300 | Shares | Sole | 2023-10-12 | |
| No filing history on record for this holder in this stock. | ||||||