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Beacon Pointe Advisors’s Mizuho Financial MFG Stock Holding History

Beacon Pointe 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 		$230K Sell
24,000
-33,691
-58% -$303K ﹤0.01% 1742
2026
Q1 		$458K Buy
57,691
+32,255
+127% +$273K ﹤0.01% 1342
2025
Q4 		$186K Buy
25,436
+214
+0.8% +$1.46K ﹤0.01% 1437
2025
Q3 		$169K Buy
+25,222
New +$157K ﹤0.01% 1334

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

Beacon Pointe Advisors's MFG Position: Q2 2026 in Review

Beacon Pointe Advisors reduced its Mizuho Financial (MFG) stake by 58% in Q2 2026, selling an estimated $303K and leaving 24,000 shares worth $230K. The position accounts for ﹤0.01% of the portfolio, ranked #1742.

Beacon Pointe Advisors first reported a position in MFG in Q3 2025 and has held it in 4 quarters since. The position peaked at $458K in Q1 2026. 464 funds tracked by Wall St. Rank hold MFG as of Q2 2026.

  • Beacon Pointe Advisors held 24,000 shares of Mizuho Financial worth $230K as of Q2 2026.
  • Beacon Pointe Advisors sold 33,691 Mizuho Financial shares in Q2 2026, an estimated $303K.
  • Mizuho Financial made up ﹤0.01% of Beacon Pointe Advisors's portfolio in Q2 2026, its #1742 holding.
  • Beacon Pointe Advisors first reported a position in Mizuho Financial in Q3 2025 and has held it in 4 quarters since.
  • Beacon Pointe Advisors's Mizuho Financial position peaked at $458K in Q1 2026.
  • 464 funds tracked by Wall St. Rank held Mizuho Financial as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.