B
MFG icon

Bailard’s Mizuho Financial MFG Stock Holding History

Bailard’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 		$612K Sell
77,042
-23,661
-23% -$200K 0.01% 450
2025
Q4 		$737K Sell
100,703
-35,410
-26% -$242K 0.02% 385
2025
Q3 		$912K Buy
+136,113
New +$849K 0.02% 339

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 $871B 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 $5.72T 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 $74.4B AUM
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Bailard's MFG Position: Q1 2026 in Review

Bailard reduced its Mizuho Financial (MFG) stake by 23% in Q1 2026, selling an estimated $200K and leaving 77,042 shares worth $612K. The position accounts for 0.01% of the portfolio, ranked #450.

Bailard first reported a position in MFG in Q3 2025 and has held it in 3 quarters since. The position peaked at $912K in Q3 2025. 420 funds tracked by Wall St. Rank hold MFG as of Q1 2026.

  • Bailard held 77,042 shares of Mizuho Financial worth $612K as of Q1 2026.
  • Bailard sold 23,661 Mizuho Financial shares in Q1 2026, an estimated $200K.
  • Mizuho Financial made up 0.01% of Bailard's portfolio in Q1 2026, its #450 holding.
  • Bailard first reported a position in Mizuho Financial in Q3 2025 and has held it in 3 quarters since.
  • Bailard's Mizuho Financial position peaked at $912K in Q3 2025.
  • 420 funds tracked by Wall St. Rank held Mizuho Financial as of Q1 2026.

Based on Bailard's 13F filing for Q1 2026, filed 11 May 2026.