INDEPENDENT FINANCIAL GROUP, LLC

Position in MFC — Manulife Financial Corp

CIK 275484 SAN DIEGO, CA

Position in MFC

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$493,128

+$44,720 QoQ

Shares Held

12,173

-6.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#402

of 805 holders

Holding Since

Mar 2022

7 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

INDEPENDENT FINANCIAL GROUP, LLC holds $2,520,266 across 5 Insurance - Life names. MFC ranks #2 (19.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AFL	Aflac Inc	8,066	$945,738
2	MFC	Manulife Financial Corp This page	12,173	$493,128
3	PRU	Prudential Financial Inc	3,713	$400,744
4	LNC	Lincoln National Corp	9,755	$344,839
5	MET	Metlife Inc	3,969	$335,817

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$493,128	12,173	-6.5%	Shares	Sole	2026-07-15
2026-03-31	$448,408	13,020	+9.2%	Shares	Sole	2026-05-15
2025-12-31	$432,675	11,926	+81.0%	Shares	Sole	2026-05-15
2025-06-30	$210,584	6,589	0.0%	Shares	Sole	2026-05-15
2025-03-31	$205,247	6,589	-16.6%	Shares	Sole	2026-05-19
2024-09-30	$233,474	7,901	-45.6%	Shares	Sole	2026-06-12
2022-03-31	$309,980	14,519	—	Shares	Sole	2026-06-12
No filing history on record for this holder in this stock.