CFO
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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
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 $1.66T 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 $761B 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 $5.7T 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 $74B AUM
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return