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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
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 $1.66T 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

Beacon Pointe Advisors's MFG Position: Q1 2026 in Review

Beacon Pointe Advisors increased its Mizuho Financial (MFG) stake by 127% in Q1 2026, buying an estimated $273K and bringing the position to 57,691 shares worth $458K. The position accounts for ﹤0.01% of the portfolio, ranked #1342.

Beacon Pointe Advisors first reported a position in MFG in Q3 2025 and has held it in 3 quarters since. 420 funds tracked by Wall St. Rank hold MFG as of Q1 2026.

  • Beacon Pointe Advisors held 57,691 shares of Mizuho Financial worth $458K as of Q1 2026.
  • Beacon Pointe Advisors bought 32,255 Mizuho Financial shares in Q1 2026, an estimated $273K.
  • Mizuho Financial made up ﹤0.01% of Beacon Pointe Advisors's portfolio in Q1 2026, its #1342 holding.
  • Beacon Pointe Advisors first reported a position in Mizuho Financial in Q3 2025 and has held it in 3 quarters since.
  • 420 funds tracked by Wall St. Rank held Mizuho Financial as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.