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Crestwood Advisors Group’s Manulife Financial MFC Stock Holding History

Crestwood Advisors Group’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
Q2 		$23.5M Sell
579,513
-759
-0.1% -$29.4K 0.35% 65
2026
Q1 		$20M Buy
580,272
+163,314
+39% +$5.88M 0.34% 70
2025
Q4 		$15.1M Sell
416,958
-2,219
-0.5% -$75.3K 0.25% 81
2025
Q3 		$13.1M Buy
419,177
+3,516
+0.8% +$108K 0.22% 85
2025
Q2 		$13.3M Buy
415,661
+929
+0.2% +$28.6K 0.24% 86
2025
Q1 		$12.9M Sell
414,732
-22,565
-5% -$682K 0.25% 84
2024
Q4 		$13.4M Sell
437,297
-3,139
-0.7% -$97.2K 0.25% 79
2024
Q3 		$13M Buy
440,436
+2,738
+0.6% +$73.6K 0.25% 78
2024
Q2 		$11.7M Buy
437,698
+1,264
+0.3% +$31.6K 0.24% 77
2024
Q1 		$10.9M Sell
436,434
-4,175
-0.9% -$95.9K 0.24% 82
2023
Q4 		$9.74M Sell
440,609
-90
-0% -$1.73K 0.23% 87
2023
Q3 		$8.06M Buy
+440,699
New +$8.33M 0.21% 87

Other funds holding MFC

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Crestwood Advisors Group's MFC Position: Q2 2026 in Review

Crestwood Advisors Group reduced its Manulife Financial (MFC) stake by 0.13% in Q2 2026, selling an estimated $29.4K and leaving 579,513 shares worth $23.5M. The position accounts for 0.35% of the portfolio, ranked #65.

Crestwood Advisors Group first reported a position in MFC in Q3 2023 and has held it in 12 quarters since. 812 funds tracked by Wall St. Rank hold MFC as of Q2 2026.

  • Crestwood Advisors Group held 579,513 shares of Manulife Financial worth $23.5M as of Q2 2026.
  • Crestwood Advisors Group sold 759 Manulife Financial shares in Q2 2026, an estimated $29.4K.
  • Manulife Financial made up 0.35% of Crestwood Advisors Group's portfolio in Q2 2026, its #65 holding.
  • Crestwood Advisors Group first reported a position in Manulife Financial in Q3 2023 and has held it in 12 quarters since.
  • 812 funds tracked by Wall St. Rank held Manulife Financial as of Q2 2026.

Based on Crestwood Advisors Group's 13F filing for Q2 2026, filed 3 Aug 2026.