Position in MFC
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$34,555
+$5,178 QoQ
Shares Held
853
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#693
of 805 holders
Holding Since
Mar 2020
15 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, 2026Caldwell Trust Co holds $2,118,073 across 5 Insurance - Life names. MFC ranks #4 (1.6% of the industry book) .
All Filings in MFC
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $34,555 | 853 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $29,377 | 853 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $30,946 | 853 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $26,570 | 853 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $27,261 | 853 | Shares | Sole | 2025-09-22 | |
| 2025-03-31 | $26,570 | 853 | Shares | Sole | 2025-09-23 | |
| 2024-12-31 | $26,195 | 853 | Shares | Sole | 2025-09-24 | |
| 2024-09-30 | $25,206 | 853 | Shares | Sole | 2025-09-24 | |
| 2024-06-30 | $22,706 | 853 | Shares | Sole | 2025-09-24 | |
| 2024-03-31 | $25,989 | 1,040 | Shares | Sole | 2025-09-24 | |
| 2023-12-31 | $22,984 | 1,040 | Shares | Sole | 2025-10-01 | |
| 2023-09-30 | $19,011 | 1,040 | Shares | Sole | 2025-10-01 | |
| 2023-06-30 | $19,666 | 1,040 | Shares | Sole | 2025-10-01 | |
| 2023-03-31 | $8,941 | 487 | Shares | Sole | 2025-10-01 | |
| 2020-03-31 | $38,598 | 3,078 | Shares | Sole | 2025-10-02 | |
| No filing history on record for this holder in this stock. | ||||||