Crescent Grove Advisors’s Manulife Financial MFC Stock Holding History

Crescent Grove Advisors’s Portfolio MFC Stock Details MFC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$430K	Buy	12,486 +97	+0.8%	+$3.49K	0.04%	194
2025 Q4	$449K	Buy	12,389 +81	+0.7%	+$2.75K	0.04%	192
2025 Q3	$383K	Buy	12,308 +92	+0.8%	+$2.84K	0.04%	202
2025 Q2	$390K	Buy	12,216 +94	+0.8%	+$2.9K	0.04%	186
2025 Q1	$378K	Buy	12,122 +91	+0.8%	+$2.75K	0.04%	179
2024 Q4	$369K	Buy	12,031 +82	+0.7%	+$2.54K	0.04%	188
2024 Q3	$353K	Buy	11,949 +91	+0.8%	+$2.44K	0.04%	203
2024 Q2	$316K	Buy	11,858 +100	+0.9%	+$2.5K	0.03%	208
2024 Q1	$294K	Buy	11,758 +106	+0.9%	+$2.44K	0.03%	242
2023 Q4	$258K	Buy	11,652 +109	+0.9%	+$2.09K	0.03%	251
2023 Q3	$211K	Buy	11,543 +118	+1%	+$2.23K	0.03%	256
2023 Q2	$216K	Buy	11,425 +125	+1%	+$2.39K	0.02%	274
2023 Q1	$207K	Buy	11,300 +123	+1%	+$2.34K	0.02%	269
2022 Q4	$199K	Buy	11,177 +114	+1%	+$1.94K	0.02%	262
2022 Q3	$173K	Hold	11,063	–	–	0.02%	248
2022 Q2	$192K	Buy	+11,063	New	+$209K	0.02%	246

Other funds holding MFC

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $33.7B AUM 35.49% 1-Year Est. Return

Crescent Grove Advisors's MFC Position: Q1 2026 in Review

Crescent Grove Advisors increased its Manulife Financial (MFC) stake by 0.78% in Q1 2026, buying an estimated $3.49K and bringing the position to 12,486 shares worth $430K. The position accounts for 0.04% of the portfolio, ranked #194.

Crescent Grove Advisors first reported a position in MFC in Q2 2022 and has held it in 16 quarters since. The position peaked at $449K in Q4 2025. 768 funds tracked by Wall St. Rank hold MFC as of Q1 2026.

Crescent Grove Advisors held 12,486 shares of Manulife Financial worth $430K as of Q1 2026.
Crescent Grove Advisors bought 97 Manulife Financial shares in Q1 2026, an estimated $3.49K.
Manulife Financial made up 0.04% of Crescent Grove Advisors's portfolio in Q1 2026, its #194 holding.
Crescent Grove Advisors first reported a position in Manulife Financial in Q2 2022 and has held it in 16 quarters since.
Crescent Grove Advisors's Manulife Financial position peaked at $449K in Q4 2025.
768 funds tracked by Wall St. Rank held Manulife Financial as of Q1 2026.

Based on Crescent Grove Advisors's 13F filing for Q1 2026, filed 6 May 2026.