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Cape Investment Advisory’s Mizuho Financial MFG Stock Holding History

Cape Investment Advisory’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 		$35.6K Buy
+3,713
New +$33.4K 0.01% 581
2026
Q1 		– Sell
-2,178
Closed -$15.9K – 796
2025
Q4 		$15.9K Buy
2,178
+512
+31% +$3.5K ﹤0.01% 658
2025
Q3 		$11.2K Buy
1,666
+374
+29% +$2.33K 0.01% 387
2025
Q2 		$7.18K Buy
1,292
+356
+38% +$1.85K ﹤0.01% 690
2025
Q1 		$5.16K Sell
936
-318
-25% -$1.75K ﹤0.01% 738
2024
Q4 		$6.13K Hold
1,254
– – ﹤0.01% 692
2024
Q3 		$5.24K Hold
1,254
– – ﹤0.01% 691
2024
Q2 		$5.3K Hold
1,254
– – ﹤0.01% 651
2024
Q1 		$4.99K Buy
1,254
+371
+42% +$1.39K ﹤0.01% 646
2023
Q4 		$3.04K Hold
883
– – ﹤0.01% 861
2023
Q3 		$3.03K Hold
883
– – ﹤0.01% 747
2023
Q2 		$2.71K Buy
883
+264
+43% +$783 ﹤0.01% 745
2023
Q1 		$1.75K Buy
+619
New +$1.89K ﹤0.01% 828

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

Cape Investment Advisory's MFG Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in Mizuho Financial (MFG) in Q2 2026: 3,713 shares worth $35.6K. The stake represents 0.01% of the portfolio and ranks #581 among its holdings. This is a return to the name: Cape Investment Advisory previously reported a position in MFG as recently as Q4 2025.

Cape Investment Advisory first reported a position in MFG in Q1 2023 and has held it in 13 quarters since. 460 funds tracked by Wall St. Rank hold MFG as of Q2 2026.

  • Cape Investment Advisory held 3,713 shares of Mizuho Financial worth $35.6K as of Q2 2026.
  • Mizuho Financial was a new Cape Investment Advisory position in Q2 2026.
  • Mizuho Financial made up 0.01% of Cape Investment Advisory's portfolio in Q2 2026, its #581 holding.
  • Cape Investment Advisory first reported a position in Mizuho Financial in Q1 2023 and has held it in 13 quarters since.
  • 460 funds tracked by Wall St. Rank held Mizuho Financial as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.