Position in MFC
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$914,877
+$441,637 QoQ
Shares Held
22,584
+64.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#331
of 803 holders
Holding Since
Sep 2020
24 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, 2026Clearstead Advisors, LLC holds $7,129,491 across 16 Insurance - Life names. MFC ranks #4 (12.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AFL |
Aflac Inc
|
18,633 | $2,184,719 | |
| 2 | PRU |
Prudential Financial Inc
|
16,515 | $1,782,463 | |
| 3 | GL |
Globe Life Inc.
|
5,798 | $1,035,986 | |
| 4 | MFC |
Manulife Financial Corp
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|
22,584 | $914,877 | |
| 5 | UNM |
Unum Group
|
6,298 | $563,041 | |
| 6 | MET |
Metlife Inc
|
4,977 | $421,103 | |
| 7 | LNC |
Lincoln National Corp
|
3,304 | $116,796 | |
| 8 | GNW |
Genworth Financial Inc
|
3,981 | $37,700 |
All Filings in MFC
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $914,877 | 22,584 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $473,240 | 13,741 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $319,409 | 8,804 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $88,808 | 2,851 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $82,233 | 2,573 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $80,148 | 2,573 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $80,644 | 2,626 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $76,032 | 2,573 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $68,493 | 2,573 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $64,299 | 2,573 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $63,272 | 2,863 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $46,339 | 2,535 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $35,361 | 1,870 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $30,073 | 1,638 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $8,366 | 469 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $7,349 | 469 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $22,043 | 1,272 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $51,688 | 2,421 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $13,139 | 689 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $11,139 | 579 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $11,406 | 579 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $12,448 | 579 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $8,357 | 469 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $11,253 | 809 | Shares | Sole | 2020-11-12 | |
| No filing history on record for this holder in this stock. | ||||||