Beverly Hills Private Wealth, LLC

Position in MFC — Manulife Financial Corp

CIK 1965710 BEVERLY HILLS, CA

Position in MFC

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$267,771

-$205,779 QoQ

Shares Held

6,610

-51.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#516

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

Beverly Hills Private Wealth, LLC holds $487,080 across 2 Insurance - Life names. MFC ranks #1 (55.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	MFC	Manulife Financial Corp This page	6,610	$267,771
2	MET	Metlife Inc	2,592	$219,309

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$267,771	6,610	-51.9%	Shares	Sole	2026-08-07
2026-03-31	$473,550	13,750	-4.7%	Shares	Sole	2026-05-04
2025-12-31	$523,339	14,425	+1.1%	Shares	Sole	2026-02-17
2025-09-30	$444,447	14,268	+0.0%	Shares	Sole	2025-11-10
2025-06-30	$455,780	14,261	-7.7%	Shares	Sole	2025-07-29
2025-03-31	$481,235	15,449	-0.7%	Shares	Sole	2025-04-30
2024-12-31	$477,785	15,558	-3.6%	Shares	Sole	2025-02-14
2024-09-30	$477,054	16,144	-16.9%	Shares	Sole	2024-11-12
2024-06-30	$517,412	19,437	-7.4%	Shares	Sole	2024-08-08
2024-03-31	$524,664	20,995	-5.3%	Shares	Sole	2024-05-09
2023-12-31	$489,845	22,165	-3.7%	Shares	Sole	2024-01-30
2023-09-30	$420,603	23,009	-50.7%	Shares	Sole	2023-11-08
2023-06-30	$882,775	46,683	+95.4%	Shares	Sole	2023-08-10
2023-03-31	$438,638	23,891	+13.1%	Shares	Sole	2023-05-04
2022-12-31	$376,959	21,130	—	Shares	Sole	2023-02-13
No filing history on record for this holder in this stock.