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 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 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

Crestwood Advisors Group's MFC Position: Q1 2026 in Review

Crestwood Advisors Group increased its Manulife Financial (MFC) stake by 39% in Q1 2026, buying an estimated $5.88M and bringing the position to 580,272 shares worth $20M. The position accounts for 0.34% of the portfolio, ranked #70.

Crestwood Advisors Group first reported a position in MFC in Q3 2023 and has held it in 11 quarters since. 768 funds tracked by Wall St. Rank hold MFC as of Q1 2026.

Crestwood Advisors Group held 580,272 shares of Manulife Financial worth $20M as of Q1 2026.
Crestwood Advisors Group bought 163,314 Manulife Financial shares in Q1 2026, an estimated $5.88M.
Manulife Financial made up 0.34% of Crestwood Advisors Group's portfolio in Q1 2026, its #70 holding.
Crestwood Advisors Group first reported a position in Manulife Financial in Q3 2023 and has held it in 11 quarters since.
768 funds tracked by Wall St. Rank held Manulife Financial as of Q1 2026.

Based on Crestwood Advisors Group's 13F filing for Q1 2026, filed 5 May 2026.