Measured Wealth Private Client Group, LLC
Position in MFC — Manulife Financial Corp
CIK 1720235
PORTSMOUTH, NH
Position in MFC
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$195,622
-$64,744 QoQ
Shares Held
4,829
-36.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#595
of 805 holders
Holding Since
Jun 2023
13 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, 2026Measured Wealth Private Client Group, LLC holds $988,013 across 7 Insurance - Life names. MFC ranks #3 (19.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AFL |
Aflac Inc
|
2,863 | $335,686 | |
| 2 | JXN |
Jackson Financial Inc.
|
3,222 | $329,900 | |
| 3 | MFC |
Manulife Financial Corp
This page
|
4,829 | $195,622 | |
| 4 | LNC |
Lincoln National Corp
|
2,030 | $71,760 | |
| 5 | MET |
Metlife Inc
|
424 | $35,874 | |
| 6 | PRU |
Prudential Financial Inc
|
171 | $18,456 | |
| 7 | UNM |
Unum Group
|
8 | $715 |
All Filings in MFC
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $195,622 | 4,829 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $260,366 | 7,560 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $558,893 | 15,405 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $707,478 | 22,712 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,688,191 | 52,822 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,558,683 | 50,038 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $1,472,329 | 47,943 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $1,427,324 | 48,302 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $1,212,860 | 45,562 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $1,030,787 | 41,248 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $818,252 | 37,025 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $792,182 | 43,336 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $700,728 | 37,056 | Shares | Sole | 2023-07-20 | |
| No filing history on record for this holder in this stock. | ||||||