MONTAG A & ASSOCIATES INC

Position in MFC — Manulife Financial Corp

CIK 829407 ATLANTA, GA

Position in MFC

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$902,522

+$135,234 QoQ

Shares Held

22,279

0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#333

of 805 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

MONTAG A & ASSOCIATES INC holds $3,687,734 across 5 Insurance - Life names. MFC ranks #3 (24.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AFL	Aflac Inc	14,101	$1,653,342
2	MET	Metlife Inc	10,737	$908,457
3	MFC	Manulife Financial Corp This page	22,279	$902,522
4	PRU	Prudential Financial Inc	1,325	$143,007
5	GL	Globe Life Inc.	450	$80,406

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$902,522	22,279	0.0%	Shares	Sole	2026-08-05
2026-03-31	$767,288	22,279	-0.5%	Shares	Sole	2026-04-29
2025-12-31	$812,418	22,393	-5.0%	Shares	Sole	2026-02-02
2025-09-30	$734,330	23,574	0.0%	Shares	Sole	2025-11-12
2025-06-30	$753,425	23,574	0.0%	Shares	Sole	2025-08-07
2025-03-31	$734,330	23,574	0.0%	Shares	Sole	2025-05-05
2024-12-31	$723,957	23,574	0.0%	Shares	Sole	2025-01-30
2024-09-30	$696,611	23,574	0.0%	Shares	Sole	2024-11-05
2024-06-30	$627,539	23,574	0.0%	Shares	Sole	2024-07-31
2024-03-31	$589,114	23,574	0.0%	Shares	Sole	2024-05-07
2023-12-31	$520,985	23,574	0.0%	Shares	Sole	2024-02-07
2023-09-30	$430,932	23,574	0.0%	Shares	Sole	2023-11-09
2023-06-30	$445,784	23,574	0.0%	Shares	Sole	2023-08-09
2023-03-31	$432,818	23,574	0.0%	Shares	Sole	2023-05-11
2022-12-31	$420,560	23,574	0.0%	Shares	Sole	2023-02-02
2022-09-30	$369,404	23,574	0.0%	Shares	Sole	2022-11-09
2022-06-30	$408,537	23,574	0.0%	Shares	Sole	2022-08-10
2022-03-31	$503,304	23,574	0.0%	Shares	Sole	2022-05-02
2021-12-31	$449,556	23,574	0.0%	Shares	Sole	2022-02-09
2021-09-30	$453,563	23,574	0.0%	Shares	Sole	2021-11-08
2021-06-30	$464,407	23,574	0.0%	Shares	Sole	2021-08-03
2021-03-31	$506,841	23,574	0.0%	Shares	Sole	2021-05-14
2020-12-31	$420,088	23,574	0.0%	Shares	Sole	2021-02-12
2020-09-30	$327,914	23,574	+2.4%	Shares	Sole	2020-11-12
2020-06-30	$313,586	23,024	0.0%	Shares	Sole	2020-08-04
2020-03-31	$288,720	23,024	—	Shares	Sole	2020-05-06
No filing history on record for this holder in this stock.