Brio Consultants’s Mizuho Financial MFG Stock Holding History

Brio Consultants’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
2025 Q4	–	Sell	-11,338	Closed	-$76K	–	150
2025 Q3	$76K	Sell	11,338 -1,378	-11%	-$8.6K	0.01%	137
2025 Q2	$70.7K	Buy	12,716 +717	+6%	+$3.72K	0.01%	134
2025 Q1	$66.1K	Sell	11,999 -96	-0.8%	-$528	0.01%	119
2024 Q4	$59.1K	Buy	+12,095	New	+$55.8K	0.01%	114

Other funds holding MFG

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Brio Consultants's MFG Position: Q4 2025 in Review

Brio Consultants sold out of Mizuho Financial (MFG) in Q4 2025, closing a stake of 11,338 shares — an estimated $76K sold.

Brio Consultants first reported a position in MFG in Q4 2024 and held it in 4 quarters. The position peaked at $76K in Q3 2025. 390 funds tracked by Wall St. Rank hold MFG as of Q4 2025.

Brio Consultants reported no remaining Mizuho Financial position as of Q4 2025 after selling out during the quarter.
Brio Consultants sold 11,338 Mizuho Financial shares in Q4 2025, an estimated $76K.
Brio Consultants first reported a position in Mizuho Financial in Q4 2024 and held it in 4 quarters.
Brio Consultants's Mizuho Financial position peaked at $76K in Q3 2025.
390 funds tracked by Wall St. Rank held Mizuho Financial as of Q4 2025.

Based on Brio Consultants's 13F filing for Q4 2025, filed 4 Feb 2026.