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Atria Investments’s Mizuho Financial MFG Stock Holding History

Atria Investments’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 		$1.15M Buy
119,764
+25,385
+27% +$228K 0.01% 1037
2026
Q1 		$749K Buy
94,379
+29,830
+46% +$253K 0.01% 1218
2025
Q4 		$472K Buy
64,549
+6,877
+12% +$47K 0.01% 1488
2025
Q3 		$386K Sell
57,672
-10,049
-15% -$62.7K ﹤0.01% 1576
2025
Q2 		$377K Sell
67,721
-12,051
-15% -$62.5K ﹤0.01% 1585
2025
Q1 		$440K Buy
79,772
+134
+0.2% +$737 0.01% 1423
2024
Q4 		$389K Buy
79,638
+5,965
+8% +$27.5K ﹤0.01% 1444
2024
Q3 		$308K Buy
73,673
+14,500
+25% +$60.6K ﹤0.01% 1613
2024
Q2 		$250K Buy
+59,173
New +$235K ﹤0.01% 1692

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

Atria Investments's MFG Position: Q2 2026 in Review

Atria Investments increased its Mizuho Financial (MFG) stake by 27% in Q2 2026, buying an estimated $228K and bringing the position to 119,764 shares worth $1.15M. The position accounts for 0.01% of the portfolio, ranked #1037.

Atria Investments first reported a position in MFG in Q2 2024 and has held it in 9 quarters since. 465 funds tracked by Wall St. Rank hold MFG as of Q2 2026.

  • Atria Investments held 119,764 shares of Mizuho Financial worth $1.15M as of Q2 2026.
  • Atria Investments bought 25,385 Mizuho Financial shares in Q2 2026, an estimated $228K.
  • Mizuho Financial made up 0.01% of Atria Investments's portfolio in Q2 2026, its #1037 holding.
  • Atria Investments first reported a position in Mizuho Financial in Q2 2024 and has held it in 9 quarters since.
  • 465 funds tracked by Wall St. Rank held Mizuho Financial as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.