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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
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 $1.66T 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
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
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
CBU
CIBC Bancorp USA Chicago, Illinois $74B AUM
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return