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Carter Financial Group’s Mizuho Financial MFG Stock Holding History

Carter Financial Group’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 		$122K Buy
+12,691
New +$114K 0.06% 131
2025
Q4 		– Sell
-22,118
Closed -$148K – 127
2025
Q3 		$148K Buy
+22,118
New +$138K 0.09% 114

Other funds holding MFG

AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
AAM
Augustine Asset Management Jacksonville, Florida $494M AUM 76.22% 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
EI
Ethic Inc New York $8.02B AUM 45.39% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

Carter Financial Group's MFG Position: Q2 2026 in Review

Carter Financial Group opened a new position in Mizuho Financial (MFG) in Q2 2026: 12,691 shares worth $122K. The stake represents 0.06% of the portfolio and ranks #131 among its holdings. This is a return to the name: Carter Financial Group previously reported a position in MFG as recently as Q3 2025.

Carter Financial Group first reported a position in MFG in Q3 2025 and has held it in 2 quarters since. The position peaked at $148K in Q3 2025. 167 funds tracked by Wall St. Rank hold MFG as of Q2 2026.

  • Carter Financial Group held 12,691 shares of Mizuho Financial worth $122K as of Q2 2026.
  • Mizuho Financial was a new Carter Financial Group position in Q2 2026.
  • Mizuho Financial made up 0.06% of Carter Financial Group's portfolio in Q2 2026, its #131 holding.
  • Carter Financial Group first reported a position in Mizuho Financial in Q3 2025 and has held it in 2 quarters since.
  • Carter Financial Group's Mizuho Financial position peaked at $148K in Q3 2025.
  • 167 funds tracked by Wall St. Rank held Mizuho Financial as of Q2 2026.

Based on Carter Financial Group's 13F filing for Q2 2026, filed 30 Jul 2026.