Position in MFC
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$278,182
+$41,683 QoQ
Shares Held
6,867
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
4.84%
of 13F equity value
Holder Rank
#507
of 805 holders
Holding Since
Jun 2024
9 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, 2026FMA Wealth Management, LLC holds $278,182 across 1 Insurance - Life name. MFC ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MFC |
Manulife Financial Corp
This page
|
6,867 | $278,182 |
All Filings in MFC
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $278,182 | 6,867 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $236,499 | 6,867 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $249,134 | 6,867 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $214,872 | 6,898 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $220,460 | 6,898 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $214,872 | 6,898 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $211,837 | 6,898 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $203,835 | 6,898 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $207,210 | 7,784 | Shares | Sole | 2024-07-18 | |
| No filing history on record for this holder in this stock. | ||||||