Position in MFC
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$1,315,440
+$246,010 QoQ
Shares Held
32,472
+4.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#289
of 805 holders
Holding Since
Dec 2023
11 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, 2026Compound Planning, Inc. holds $5,480,708 across 8 Insurance - Life names. MFC ranks #2 (24.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AFL |
Aflac Inc
|
14,743 | $1,728,616 | |
| 2 | MFC |
Manulife Financial Corp
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|
32,472 | $1,315,440 | |
| 3 | PUK |
Prudential PLC
|
22,285 | $597,460 | |
| 4 | UNM |
Unum Group
|
5,287 | $472,657 | |
| 5 | MET |
Metlife Inc
|
4,804 | $406,466 | |
| 6 | GL |
Globe Life Inc.
|
2,024 | $361,648 | |
| 7 | PRU |
Prudential Financial Inc
|
2,835 | $305,980 | |
| 8 | PRI |
Primerica, Inc.
|
1,029 | $292,441 |
All Filings in MFC
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,315,440 | 32,472 | Shares | Other | 2026-08-04 | |
| 2026-03-31 | $1,069,430 | 31,052 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $1,112,888 | 30,675 | Shares | Sole | 2026-02-19 | |
| 2025-09-30 | $861,920 | 27,670 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $824,184 | 25,788 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $760,620 | 24,418 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $723,466 | 23,558 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $597,648 | 20,225 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $516,135 | 19,389 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $370,951 | 14,844 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $259,498 | 11,742 | Shares | Sole | 2024-02-08 | |
| No filing history on record for this holder in this stock. | ||||||