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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
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

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

Bailard's MFG Position: Q2 2026 in Review

Bailard reduced its Mizuho Financial (MFG) stake by 3.8% in Q2 2026, selling an estimated $26.4K and leaving 74,103 shares worth $710K. The position accounts for 0.01% of the portfolio, ranked #443.

Bailard first reported a position in MFG in Q3 2025 and has held it in 4 quarters since. The position peaked at $912K in Q3 2025. 464 funds tracked by Wall St. Rank hold MFG as of Q2 2026.

  • Bailard held 74,103 shares of Mizuho Financial worth $710K as of Q2 2026.
  • Bailard sold 2,939 Mizuho Financial shares in Q2 2026, an estimated $26.4K.
  • Mizuho Financial made up 0.01% of Bailard's portfolio in Q2 2026, its #443 holding.
  • Bailard first reported a position in Mizuho Financial in Q3 2025 and has held it in 4 quarters since.
  • Bailard's Mizuho Financial position peaked at $912K in Q3 2025.
  • 464 funds tracked by Wall St. Rank held Mizuho Financial as of Q2 2026.

Based on Bailard's 13F filing for Q2 2026, filed 30 Jul 2026.