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Livermore
Livermore
ZHEN

Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

MFC holding history

Manulife Financial Corp in every 13F filed by Creative Planning, 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)
582,389
Value
$23.6M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of MFC by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026582,389$23.6M<0.1%+68,915+13.4%AddedHolders
Q1 2026513,474$17.7M<0.1%+166,024+47.8%AddedHolders
Q4 2025347,450$12.6M<0.1%+81,442+30.6%AddedHolders
Q3 2025266,008$8.29M<0.1%+35,188+15.2%AddedHolders
Q2 2025230,820$7.38M<0.1%+8,513+3.8%AddedHolders
Q1 2025222,307$6.92M<0.1%+27,074+13.9%AddedHolders
Q4 2024195,233$6.00M<0.1%+21,884+12.6%AddedHolders
Q3 2024173,349$5.12M<0.1%+6,455+3.9%AddedHolders
Q2 2024166,894$4.44M<0.1%+109+0.1%AddedHolders
Q1 2024166,785$4.17M<0.1%+17,214+11.5%AddedHolders
Q4 2023149,571$3.31M<0.1%+7,458+5.2%AddedHolders
Q3 2023142,113$2.60M<0.1%+8,661+6.5%AddedHolders
Q2 2023133,452$2.52M<0.1%+38,836+41.0%AddedHolders
Q1 202394,616$1.74M<0.1%+73+0.1%AddedHolders
Q4 202294,543$1.69M<0.1%+7,170+8.2%AddedHolders
Q3 202287,373$1.37M<0.1%+6,509+8.0%AddedHolders
Q2 202280,864$1.40M<0.1%+27,610+51.8%AddedHolders
Q1 202253,254$1.14M<0.1%+156+0.3%AddedHolders
Q4 202153,098$1.01M<0.1%−8,584−13.9%ReducedHolders
Q3 202161,682$1.19M<0.1%+32,175+109.0%AddedHolders
Q2 202129,507$581.0K<0.1%−20,971−41.5%ReducedHolders
Q1 202150,478$1.08M<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.