Barry Investment Advisors’s Mizuho Financial MFG Stock Holding History

Barry Investment Advisors’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	$171K	Buy	17,880 +44	+0.2%	+$395	0.04%	99
2026 Q1	$142K	Hold	17,836	–	–	0.03%	97
2025 Q4	$131K	Buy	17,836 +62	+0.3%	+$424	0.03%	99
2025 Q3	$119K	Hold	17,774	–	–	0.03%	104
2025 Q2	$98.8K	Buy	17,774 +92	+0.5%	+$477	0.02%	102
2025 Q1	$97.4K	Hold	17,682	–	–	0.03%	104
2024 Q4	$86.5K	Sell	17,682 -437	-2%	-$2.02K	0.03%	109
2024 Q3	$75.7K	Hold	18,119	–	–	0.02%	112
2024 Q2	$76.6K	Buy	18,119 +87	+0.5%	+$345	0.03%	115
2024 Q1	$71.8K	Hold	18,032	–	–	0.02%	115
2023 Q4	$62K	Buy	18,032 +96	+0.5%	+$326	0.02%	106
2023 Q3	$61.5K	Sell	17,936 -257	-1%	-$855	0.02%	110
2023 Q2	$55.9K	Buy	18,193 +99	+0.5%	+$294	0.02%	118
2023 Q1	$51K	Sell	18,094 -508	-3%	-$1.55K	0.02%	109
2022 Q4	$52.8K	Sell	18,602 -375	-2%	-$884	0.02%	109
2022 Q3	$42K	Hold	18,977	–	–	0.01%	109
2022 Q2	$43K	Sell	18,977 -347	-2%	-$819	0.01%	114
2022 Q1	$50K	Hold	19,324	–	–	0.01%	127
2021 Q4	$49K	Sell	19,324 -303	-2%	-$800	0.01%	128
2021 Q3	$56K	Hold	19,627	–	–	0.02%	118
2021 Q2	$56K	Sell	19,627 -2,442	-11%	-$7.29K	0.02%	118
2021 Q1	$64K	Sell	22,069 -160	-0.7%	-$466	0.02%	114
2020 Q4	$57K	Sell	22,229 -10,862	-33%	-$28K	0.02%	106
2020 Q3	$84K	Buy	33,091 +1	+0%	+$3	0.03%	86
2020 Q2	$82K	Sell	33,090 -44,771	-58%	-$106K	0.03%	79
2020 Q1	$180K	Sell	77,861 -1,300	-2%	-$3.55K	0.09%	64
2019 Q4	$241K	Sell	79,161 -2,833	-3%	-$8.82K	0.08%	60
2019 Q3	$252K	Sell	81,994 -28,947	-26%	-$86K	0.09%	56
2019 Q2	$320K	Buy	110,941 +11,234	+11%	+$33.3K	0.11%	51
2019 Q1	$305K	Sell	99,707 -52,844	-35%	-$165K	0.1%	56
2018 Q4	$458K	Sell	152,551 -21,309	-12%	-$70.6K	0.17%	50
2018 Q3	$609K	Sell	173,860 -934	-0.5%	-$3.26K	0.2%	41
2018 Q2	$593K	Sell	174,794 -12,102	-6%	-$43.3K	0.23%	40
2018 Q1	$692K	Sell	186,896 -5,362	-3%	-$20.2K	0.26%	40
2017 Q4	$700K	Sell	192,258 -2,006	-1%	-$7.24K	0.26%	40
2017 Q3	$690K	Hold	194,264	–	–	0.25%	40
2017 Q2	$713K	Buy	194,264 +2,944	+2%	+$10.6K	0.27%	39
2017 Q1	$706K	Sell	191,320 -53,050	-22%	-$197K	0.26%	39
2016 Q4	$877K	Sell	244,370 -46,608	-16%	-$162K	0.31%	41
2016 Q3	$978K	Sell	290,978 -11,586	-4%	-$37.7K	0.34%	41
2016 Q2	$862K	Sell	302,564 -856	-0.3%	-$2.58K	0.34%	41
2016 Q1	$892K	Sell	303,420 -26,954	-8%	-$87.6K	0.28%	45
2015 Q4	$1.33M	Buy	330,374 +2,045	+0.6%	+$8.29K	0.43%	40
2015 Q3	$1.22M	Sell	328,329 -175	-0.1%	-$716	0.39%	39
2015 Q2	$0	Buy	328,504 +2,005	+0.6%	+$8.05K	﹤0.01%	62
2015 Q1	$1.16M	Buy	326,499 +82	+0%	+$288	0.35%	39
2014 Q4	$1.11M	Buy	+326,417	New	+$1.14M	0.36%	41

Other funds holding MFG

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

CBU

CIBC Bancorp USA Chicago, Illinois $82.3B AUM

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Barry Investment Advisors's MFG Position: Q2 2026 in Review

Barry Investment Advisors increased its Mizuho Financial (MFG) stake by 0.25% in Q2 2026, buying an estimated $395 and bringing the position to 17,880 shares worth $171K. The position accounts for 0.04% of the portfolio, ranked #99.

Barry Investment Advisors first reported a position in MFG in Q4 2014 and has held it in 47 quarters since. The position peaked at $1.33M in Q4 2015. 460 funds tracked by Wall St. Rank hold MFG as of Q2 2026.

Barry Investment Advisors held 17,880 shares of Mizuho Financial worth $171K as of Q2 2026.
Barry Investment Advisors bought 44 Mizuho Financial shares in Q2 2026, an estimated $395.
Mizuho Financial made up 0.04% of Barry Investment Advisors's portfolio in Q2 2026, its #99 holding.
Barry Investment Advisors first reported a position in Mizuho Financial in Q4 2014 and has held it in 47 quarters since.
Barry Investment Advisors's Mizuho Financial position peaked at $1.33M in Q4 2015.
460 funds tracked by Wall St. Rank held Mizuho Financial as of Q2 2026.

Based on Barry Investment Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.