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Affinity Wealth Management LLC

SEC CIK
0000810672
Latest filing
Jul 22, 2026

MFC holding history

Manulife Financial Corp in every 13F filed by Affinity Wealth Management LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

MFC overviewAll 13F holders of MFCFull Q2 2026 holdings

Shares (Q2 2026)
142,823
Value
$5.79M
% of portfolio
0.7%
Quarters held
6
Since Q1 2025
Holdings of MFC by Affinity Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026142,823$5.79M0.7%+5,960+4.4%AddedHolders
Q1 2026136,863$4.71M0.7%+2,794+2.1%AddedHolders
Q4 2025134,069$4.86M0.7%+3,114+2.4%AddedHolders
Q3 2025130,955$4.08M0.6%+3,193+2.5%AddedHolders
Q2 2025127,762$4.08M0.7%+1,461+1.2%AddedHolders
Q1 2025126,301$3.93M0.7%+126,301NewHolders