Cassaday & Co Wealth Management LLC

Position in MFC — Manulife Financial Corp

CIK 1963612 MCLEAN, VA

Position in MFC

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$618,830

+$93,311 QoQ

Shares Held

15,276

+0.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#371

of 805 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Cassaday & Co Wealth Management LLC holds $2,004,105 across 8 Insurance - Life names. MFC ranks #1 (30.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MFC	Manulife Financial Corp This page	15,276	$618,830
2	AFL	Aflac Inc	4,521	$530,087
3	GL	Globe Life Inc.	2,400	$428,832
4	MET	Metlife Inc	2,991	$253,068
5	UNM	Unum Group	953	$85,198
6	PRU	Prudential Financial Inc	699	$75,443
7	BHF	Brighthouse Financial, Inc.	196	$12,406
8	PUK	Prudential PLC	9	$241

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$618,830	15,276	+0.1%	Shares	Sole	2026-08-10
2026-03-31	$525,519	15,259	+0.1%	Shares	Sole	2026-05-07
2025-12-31	$552,834	15,238	+0.1%	Shares	Sole	2026-02-03
2025-09-30	$474,103	15,220	+0.1%	Shares	Sole	2025-11-07
2025-06-30	$485,792	15,200	+0.1%	Shares	Sole	2025-08-05
2025-03-31	$472,857	15,180	+0.1%	Shares	Sole	2025-05-05
2024-12-31	$465,563	15,160	+0.1%	Shares	Sole	2025-02-03
2024-09-30	$447,446	15,142	+0.1%	Shares	Sole	2024-11-07
2024-06-30	$402,574	15,123	-26.9%	Shares	Sole	2024-07-30
2024-03-31	$517,268	20,699	+0.1%	Shares	Sole	2024-05-08
2023-12-31	$456,961	20,677	+0.1%	Shares	Sole	2024-02-14
2023-09-30	$377,536	20,653	+0.1%	Shares	Sole	2023-11-06
2023-06-30	$390,075	20,628	+0.1%	Shares	Sole	2023-08-07
2023-03-31	$378,252	20,602	+0.1%	Shares	Sole	2023-05-03
2022-12-31	$367,075	20,576	—	Shares	Sole	2023-02-07
No filing history on record for this holder in this stock.