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BIP Wealth’s Mizuho Financial MFG Stock Holding History

BIP Wealth’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 		$96.2K Buy
+10,040
New +$90.2K ﹤0.01% 551
2025
Q4 		– Sell
-10,215
Closed -$68.4K – 455
2025
Q3 		$68.4K Buy
+10,215
New +$63.7K ﹤0.01% 303

Other funds holding MFG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
WGAM
Wilkinson Global Asset Management New York $1.26B AUM 22.73% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AAM
Augustine Asset Management Jacksonville, Florida $494M AUM 76.22% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

BIP Wealth's MFG Position: Q2 2026 in Review

BIP Wealth opened a new position in Mizuho Financial (MFG) in Q2 2026: 10,040 shares worth $96.2K. The stake represents ﹤0.01% of the portfolio and ranks #551 among its holdings. This is a return to the name: BIP Wealth previously reported a position in MFG as recently as Q3 2025.

BIP Wealth first reported a position in MFG in Q3 2025 and has held it in 2 quarters since. 251 funds tracked by Wall St. Rank hold MFG as of Q2 2026.

  • BIP Wealth held 10,040 shares of Mizuho Financial worth $96.2K as of Q2 2026.
  • Mizuho Financial was a new BIP Wealth position in Q2 2026.
  • Mizuho Financial made up ﹤0.01% of BIP Wealth's portfolio in Q2 2026, its #551 holding.
  • BIP Wealth first reported a position in Mizuho Financial in Q3 2025 and has held it in 2 quarters since.
  • 251 funds tracked by Wall St. Rank held Mizuho Financial as of Q2 2026.

Based on BIP Wealth's 13F filing for Q2 2026, filed 3 Aug 2026.