Crestwood Advisors Group, LLC

Position in MFC — Manulife Financial Corp

CIK 1426853 BOSTON, MA

Position in MFC

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$23,476,071

+$3,491,504 QoQ

Shares Held

579,513

-0.1% QoQ

Ownership

0.035%

of shares outstanding

% of Portfolio

0.48%

of 13F equity value

Holder Rank

#105

of 805 holders

Holding Since

Sep 2023

12 quarters on record

Voting authority Sole 98% Shared 2% None 0%

Financial Services · as of Jun 30, 2026

Crestwood Advisors Group, LLC holds $26,080,010 across 6 Insurance - Life names. MFC ranks #1 (90.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MFC	Manulife Financial Corp This page	579,513	$23,476,071
2	MET	Metlife Inc	10,426	$882,143
3	AFL	Aflac Inc	5,372	$629,867
4	PRI	Primerica, Inc.	1,539	$437,383
5	PRU	Prudential Financial Inc	3,322	$358,543
6	UNM	Unum Group	3,311	$296,003

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$23,476,071	579,513	-0.1%	Shares	Other	2026-08-03
2026-03-31	$19,984,567	580,272	+39.2%	Shares	Other	2026-05-05
2025-12-31	$15,127,236	416,958	-0.5%	Shares	Other	2026-02-03
2025-09-30	$13,057,363	419,177	+0.8%	Shares	Other	2025-11-07
2025-06-30	$13,284,525	415,661	+0.2%	Shares	Other	2025-08-05
2025-03-31	$12,918,901	414,732	-5.2%	Shares	Other	2025-05-05
2024-12-31	$13,429,390	437,297	-0.7%	Shares	Other	2025-02-04
2024-09-30	$13,014,883	440,436	+0.6%	Shares	Other	2024-10-30
2024-06-30	$11,651,520	437,698	+0.3%	Shares	Other	2024-08-01
2024-03-31	$10,906,485	436,434	-0.9%	Shares	Other	2024-05-08
2023-12-31	$9,737,458	440,609	-0.0%	Shares	Other	2024-02-13
2023-09-30	$8,055,977	440,699	—	Shares	Other	2023-11-15
No filing history on record for this holder in this stock.