Position in MFC
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$503,620
+$85,484 QoQ
Shares Held
12,432
+2.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#398
of 805 holders
Holding Since
Jun 2023
13 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, 2026Baron Wealth Management LLC holds $1,034,528 across 2 Insurance - Life names. MFC ranks #2 (48.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AFL |
Aflac Inc
|
4,528 | $530,908 | |
| 2 | MFC |
Manulife Financial Corp
This page
|
12,432 | $503,620 |
All Filings in MFC
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $503,620 | 12,432 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $418,136 | 12,141 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $440,475 | 12,141 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $378,192 | 12,141 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $403,079 | 12,612 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $392,863 | 12,612 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $390,293 | 12,709 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $425,520 | 14,400 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $374,543 | 14,070 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $308,026 | 12,326 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $272,382 | 12,325 | Shares | Sole | 2024-01-04 | |
| 2023-09-30 | $200,257 | 10,955 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $193,600 | 10,238 | Shares | Sole | 2023-08-08 | |
| No filing history on record for this holder in this stock. | ||||||