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Callan Family Office’s Mizuho Financial MFG Stock Holding History

Callan Family Office’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 		$4.56M Buy
475,954
+6,462
+1% +$58K 0.09% 217
2026
Q1 		$3.73M Sell
469,492
-22,296
-5% -$189K 0.08% 236
2025
Q4 		$3.6M Buy
491,788
+167,276
+52% +$1.14M 0.08% 239
2025
Q3 		$2.17M Sell
324,512
-46,906
-13% -$293K 0.07% 253
2025
Q2 		$2.07M Buy
371,418
+224,675
+153% +$1.17M 0.07% 269
2025
Q1 		$809K Sell
146,743
-33,620
-19% -$185K 0.06% 242
2024
Q4 		$882K Buy
+180,363
New +$833K 0.06% 277

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

Callan Family Office's MFG Position: Q2 2026 in Review

Callan Family Office increased its Mizuho Financial (MFG) stake by 1.4% in Q2 2026, buying an estimated $58K and bringing the position to 475,954 shares worth $4.56M. The position accounts for 0.09% of the portfolio, ranked #217.

Callan Family Office first reported a position in MFG in Q4 2024 and has held it in 7 quarters since. 465 funds tracked by Wall St. Rank hold MFG as of Q2 2026.

  • Callan Family Office held 475,954 shares of Mizuho Financial worth $4.56M as of Q2 2026.
  • Callan Family Office bought 6,462 Mizuho Financial shares in Q2 2026, an estimated $58K.
  • Mizuho Financial made up 0.09% of Callan Family Office's portfolio in Q2 2026, its #217 holding.
  • Callan Family Office first reported a position in Mizuho Financial in Q4 2024 and has held it in 7 quarters since.
  • 465 funds tracked by Wall St. Rank held Mizuho Financial as of Q2 2026.

Based on Callan Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.