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Livermore
Livermore
ZHEN

Selective Wealth Management, Inc.

SEC CIK
0001755670
Latest filing
Jul 20, 2026

MFC holding history

Manulife Financial Corp in every 13F filed by Selective Wealth Management, Inc., 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 (Q4 2025)
0
Sold out in Q4 2025
Value
$0
% of portfolio
0.0%
Quarters held
18
Since Q1 2021
Holdings of MFC by Selective Wealth Management, Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20250$00.0%−8,650−100.0%Sold outHolders
Q3 20258,650$278.1K0.1%00.0%UnchangedHolders
Q2 20258,650$263.6K0.1%−1,400−13.9%ReducedHolders
Q1 202510,050$281.8K0.1%00.0%UnchangedHolders
Q4 202410,050$299.9K0.1%−1,370−12.0%ReducedHolders
Q3 202411,420$340.5K0.1%00.0%UnchangedHolders
Q2 202411,420$307.7K0.1%−500−4.2%ReducedHolders
Q1 202411,920$287.3K0.1%−500−4.0%ReducedHolders
Q4 202312,420$268.5K0.1%−500−3.9%ReducedHolders
Q3 202312,920$228.6K0.1%−800−5.8%ReducedHolders
Q2 202313,720$251.9K0.1%–No prior filingHolders
Q1 2023––––Not filedHolders
Q4 202228,526$543.7K0.3%−16,488−36.6%ReducedHolders
Q3 202245,014$705.0K0.3%−48,488−51.9%ReducedHolders
Q2 202293,502$1.62M0.6%+120.0%AddedHolders
Q1 202293,490$2.00M0.7%−5,989−6.0%ReducedHolders
Q4 202199,479$1.90M0.8%−989−1.0%ReducedHolders
Q3 2021100,468$1.93M1.0%−37,491−27.2%ReducedHolders
Q2 2021137,959$2.71M2.2%−50,720−26.9%ReducedHolders
Q1 2021188,679$4.06M3.7%––Holders

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