Altman Advisors’s Mizuho Financial MFG Stock Holding History

Altman Advisors’s Portfolio MFG Stock Details MFG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$3.01M	Sell	379,398 -46,337	-11%	-$392K	1.25%	22
2025 Q4	$3.12M	Sell	425,735 -17,428	-4%	-$119K	1.17%	25
2025 Q3	$2.97M	Sell	443,163 -6,729	-1%	-$42K	1.14%	26
2025 Q2	$2.53M	Buy	449,892 +8,562	+2%	+$44.4K	1.03%	31
2025 Q1	$2.23M	Buy	441,330 +391	+0.1%	+$2.15K	1.03%	30
2024 Q4	$2.16M	Sell	440,939 -3,104	-0.7%	-$14.3K	0.92%	38
2024 Q3	$1.86M	Buy	444,043 +4,605	+1%	+$19.2K	0.83%	51
2024 Q2	$1.86M	Sell	439,438 -4,059	-0.9%	-$16.1K	1.06%	37
2024 Q1	$1.71M	Buy	443,497 +14,229	+3%	+$53.1K	0.83%	51
2023 Q4	$1.48M	Buy	429,268 +6,460	+2%	+$22K	0.77%	59
2023 Q3	$1.45M	Buy	+422,808	New	+$1.41M	0.91%	38
2023 Q1	$1.16K	Buy	+404,223	New	+$1.24M	﹤0.01%	69

Other funds holding MFG

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Natixis Advisors

Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jones Financial Companies

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

CIBC Bancorp USA Chicago, Illinois $74B AUM

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return