Position in MFC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$363,778
+$92,841 QoQ
Shares Held
8,980
+14.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#454
of 805 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 13%
Shared 0%
None 87%
Common Shares in MFC Over Time
Shares Held
Position Value (USD)
Position in Insurance - Life
Financial Services · as of Jun 30, 2026Modern Wealth Management, LLC holds $1,956,435 across 6 Insurance - Life names. MFC ranks #3 (18.6% of the industry book) .
All Filings in MFC
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $363,778 | 8,980 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $270,937 | 7,867 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $280,841 | 7,741 | Shares | Other | 2026-02-17 | |
| 2025-09-30 | $227,642 | 7,308 | Shares | Other | 2025-11-12 | |
| 2025-06-30 | $227,009 | 7,103 | Shares | Other | 2025-11-12 | |
| No filing history on record for this holder in this stock. | ||||||