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Measured Wealth Private Client Group, LLC

SEC CIK
0001720235
Latest filing
Aug 10, 2026

MFC holding history

Manulife Financial Corp in every 13F filed by Measured Wealth Private Client Group, 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)
4,829
Value
$195.6K
% of portfolio
<0.1%
Quarters held
13
Since Q2 2023
Holdings of MFC by Measured Wealth Private Client Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20264,829$195.6K<0.1%−2,731−36.1%ReducedHolders
Q1 20267,560$260.4K0.1%−7,845−50.9%ReducedHolders
Q4 202515,405$558.9K0.1%−7,307−32.2%ReducedHolders
Q3 202522,712$707.5K0.2%−30,110−57.0%ReducedHolders
Q2 202552,822$1.69M0.5%+2,784+5.6%AddedHolders
Q1 202550,038$1.56M0.5%+2,095+4.4%AddedHolders
Q4 202447,943$1.47M0.5%−359−0.7%ReducedHolders
Q3 202448,302$1.43M0.5%+2,740+6.0%AddedHolders
Q2 202445,562$1.21M0.4%+4,314+10.5%AddedHolders
Q1 202441,248$1.03M0.4%+4,223+11.4%AddedHolders
Q4 202337,025$818.3K0.3%−6,311−14.6%ReducedHolders
Q3 202343,336$792.2K0.3%+6,280+16.9%AddedHolders
Q2 202337,056$700.7K0.3%+37,056NewHolders