BARTLETT & CO. WEALTH MANAGEMENT LLC
Position in MFC — Manulife Financial Corp
CIK 2010186
CINCINNATI, OH
Position in MFC
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$1,637,535
+$245,367 QoQ
Shares Held
40,423
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#269
of 805 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MFC Over Time
Shares Held
Position Value (USD)
Position in Insurance - Life
Financial Services · as of Jun 30, 2026BARTLETT & CO. WEALTH MANAGEMENT LLC holds $4,419,540 across 8 Insurance - Life names. MFC ranks #1 (37.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MFC |
Manulife Financial Corp
This page
|
40,423 | $1,637,535 | |
| 2 | MET |
Metlife Inc
|
15,639 | $1,323,215 | |
| 3 | PRU |
Prudential Financial Inc
|
11,224 | $1,211,406 | |
| 4 | AFL |
Aflac Inc
|
1,038 | $121,705 | |
| 5 | LNC |
Lincoln National Corp
|
3,000 | $106,050 | |
| 6 | PRI |
Primerica, Inc.
|
68 | $19,325 | |
| 7 | GL |
Globe Life Inc.
|
1 | $178 | |
| 8 | BHF |
Brighthouse Financial, Inc.
|
2 | $126 |
All Filings in MFC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,637,535 | 40,423 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $1,392,168 | 40,423 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $1,466,546 | 40,423 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $1,259,176 | 40,423 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $1,291,919 | 40,423 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $1,259,176 | 40,423 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $1,241,390 | 40,423 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $1,194,499 | 40,423 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $1,076,060 | 40,423 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $1,010,170 | 40,423 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $896,309 | 40,557 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $741,381 | 40,557 | Shares | Sole | 2024-02-14 | |
| 2023-06-30 | $766,932 | 40,557 | Shares | Sole | 2024-02-14 | |
| 2023-03-31 | $744,626 | 40,557 | Shares | Sole | 2024-02-14 | |
| 2022-12-31 | $723,536 | 40,557 | Shares | Sole | 2024-02-14 | |
| 2022-09-30 | $646,262 | 41,242 | Shares | Sole | 2024-02-14 | |
| 2022-06-30 | $743,110 | 42,880 | Shares | Sole | 2024-02-14 | |
| 2022-03-31 | $915,466 | 42,879 | Shares | Sole | 2024-02-14 | |
| 2021-12-31 | $817,702 | 42,879 | Shares | Sole | 2024-02-14 | |
| 2021-09-30 | $825,011 | 42,880 | Shares | Sole | 2024-02-14 | |
| 2021-06-30 | $851,138 | 43,205 | Shares | Sole | 2024-02-14 | |
| 2021-03-31 | $928,907 | 43,205 | Shares | Sole | 2024-02-14 | |
| 2020-12-31 | $769,913 | 43,205 | Shares | Sole | 2024-02-13 | |
| 2020-09-30 | $673,313 | 48,405 | Shares | Sole | 2024-02-13 | |
| 2020-06-30 | $659,276 | 48,405 | Shares | Sole | 2024-02-13 | |
| 2020-03-31 | $606,998 | 48,405 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||