Caliber Wealth Management, LLC / KS
Position in MFC — Manulife Financial Corp
CIK 2067120
Overland Park, KS
Position in MFC
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$534,164
+$132,172 QoQ
Shares Held
13,186
+4.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#388
of 805 holders
Holding Since
Mar 2025
3 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, 2026Caliber Wealth Management, LLC / KS holds $1,007,267 across 2 Insurance - Life names. MFC ranks #1 (53.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MFC |
Manulife Financial Corp
This page
|
13,186 | $534,164 | |
| 2 | AFL |
Aflac Inc
|
4,035 | $473,103 |
All Filings in MFC
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $534,164 | 13,186 | Shares | Sole | 2026-07-22 | |
| 2025-06-30 | $401,992 | 12,578 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $377,724 | 12,126 | Shares | Sole | 2025-05-07 | |
| No filing history on record for this holder in this stock. | ||||||