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Aspen Grove Capital’s Mizuho Financial MFG Stock Holding History

Aspen Grove Capital’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
Q2 		$116K Hold
12,141
– – 0.02% 210
2026
Q1 		$96.4K Buy
+12,141
New +$103K 0.02% 198
2025
Q3 		– Sell
-10,957
Closed -$60.9K – 232
2025
Q2 		$60.9K Buy
10,957
+289
+3% +$1.5K 0.01% 235
2025
Q1 		$58.8K Hold
10,668
– – 0.01% 231
2024
Q4 		$52.2K Sell
10,668
-29
-0.3% -$134 0.01% 202
2024
Q3 		$44.7K Sell
10,697
-7
-0.1% -$29 0.01% 205
2024
Q2 		$45.3K Buy
10,704
+491
+5% +$1.95K 0.01% 205
2024
Q1 		$40.6K Sell
10,213
-2
-0% -$7 0.01% 206
2023
Q4 		$35.1K Buy
10,215
+192
+2% +$652 0.01% 188
2023
Q3 		$34.4K Buy
+10,023
New +$33.3K 0.01% 172

Other funds holding MFG

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
CBU
CIBC Bancorp USA Chicago, Illinois $82.3B AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Aspen Grove Capital's MFG Position: Q2 2026 in Review

Aspen Grove Capital held its Mizuho Financial (MFG) position steady in Q2 2026 at 12,141 shares worth $116K. The position accounts for 0.02% of the portfolio, ranked #210.

Aspen Grove Capital first reported a position in MFG in Q3 2023 and has held it in 10 quarters since. 460 funds tracked by Wall St. Rank hold MFG as of Q2 2026.

  • Aspen Grove Capital held 12,141 shares of Mizuho Financial worth $116K as of Q2 2026.
  • Aspen Grove Capital left its Mizuho Financial share count unchanged in Q2 2026.
  • Mizuho Financial made up 0.02% of Aspen Grove Capital's portfolio in Q2 2026, its #210 holding.
  • Aspen Grove Capital first reported a position in Mizuho Financial in Q3 2023 and has held it in 10 quarters since.
  • 460 funds tracked by Wall St. Rank held Mizuho Financial as of Q2 2026.

Based on Aspen Grove Capital's 13F filing for Q2 2026, filed 14 Aug 2026.