Bailard
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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
Q3 		$738K Sell
66,755
-7,348
-10% -$78K 0.01% 428
2026
Q2 		$710K Sell
74,103
-2,939
-4% -$26.4K 0.01% 443
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

Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
Augustine Asset Management
Augustine Asset Management Jacksonville, Florida $464M AUM 16.89% 1-Year Est. Return
Crossmark Global Holdings
Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return
Quadrant Capital Group
Quadrant Capital Group Cincinnati, Ohio $3.7B AUM 33.76% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Aaron Wealth Advisors
Aaron Wealth Advisors Chicago, Illinois $2.04B AUM 32.69% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
BayBridge Capital Group
BayBridge Capital Group Pleasanton, California $190M AUM 13.08% 1-Year Est. Return

Bailard's MFG Position: Q3 2026 in Review

Bailard reduced its Mizuho Financial (MFG) stake by 9.9% in Q3 2026, selling an estimated $78K and leaving 66,755 shares worth $738K. The position accounts for 0.01% of the portfolio, ranked #428.

Bailard first reported a position in MFG in Q3 2025 and has held it in 5 quarters since. The position peaked at $912K in Q3 2025. 95 funds tracked by Wall St. Rank hold MFG as of Q3 2026.

  • Bailard held 66,755 shares of Mizuho Financial worth $738K as of Q3 2026.
  • Bailard sold 7,348 Mizuho Financial shares in Q3 2026, an estimated $78K.
  • Mizuho Financial made up 0.01% of Bailard's portfolio in Q3 2026, its #428 holding.
  • Bailard first reported a position in Mizuho Financial in Q3 2025 and has held it in 5 quarters since.
  • Bailard's Mizuho Financial position peaked at $912K in Q3 2025.
  • 95 funds tracked by Wall St. Rank held Mizuho Financial as of Q3 2026.

Based on Bailard's 13F filing for Q3 2026, filed 13 Oct 2026.