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Crestwood Advisors Group LLC

SEC CIK
0001426853
Latest filing
Aug 3, 2026

MFC holding history

Manulife Financial Corp in every 13F filed by Crestwood Advisors Group LLC, 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 (Q2 2026)
579,513
Value
$23.5M
% of portfolio
0.3%
Quarters held
12
Since Q3 2023
Holdings of MFC by Crestwood Advisors Group LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026579,513$23.5M0.3%−759−0.1%ReducedHolders
Q1 2026580,272$20.0M0.3%+163,314+39.2%AddedHolders
Q4 2025416,958$15.1M0.3%−2,219−0.5%ReducedHolders
Q3 2025419,177$13.1M0.2%+3,516+0.8%AddedHolders
Q2 2025415,661$13.3M0.2%+929+0.2%AddedHolders
Q1 2025414,732$12.9M0.2%−22,565−5.2%ReducedHolders
Q4 2024437,297$13.4M0.3%−3,139−0.7%ReducedHolders
Q3 2024440,436$13.0M0.2%+2,738+0.6%AddedHolders
Q2 2024437,698$11.7M0.2%+1,264+0.3%AddedHolders
Q1 2024436,434$10.9M0.2%−4,175−0.9%ReducedHolders
Q4 2023440,609$9.74M0.2%−900.0%ReducedHolders
Q3 2023440,699$8.06M0.2%+440,699NewHolders