CFFP
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Center for Financial Planning’s Mizuho Financial MFG Stock Holding History

Center for Financial Planning’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
Q2 		– Sell
-600
Closed -$3.31K – 692
2025
Q1 		$3.31K Hold
600
– – ﹤0.01% 558
2024
Q4 		$2.93K Buy
+600
New +$2.77K ﹤0.01% 515

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
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Center for Financial Planning's MFG Position: Q2 2025 in Review

Center for Financial Planning sold out of Mizuho Financial (MFG) in Q2 2025, closing a stake of 600 shares — an estimated $3.31K sold.

Center for Financial Planning first reported a position in MFG in Q4 2024 and held it in 2 quarters. The position peaked at $3.31K in Q1 2025. 322 funds tracked by Wall St. Rank hold MFG as of Q2 2025.

  • Center for Financial Planning reported no remaining Mizuho Financial position as of Q2 2025 after selling out during the quarter.
  • Center for Financial Planning sold 600 Mizuho Financial shares in Q2 2025, an estimated $3.31K.
  • Center for Financial Planning first reported a position in Mizuho Financial in Q4 2024 and held it in 2 quarters.
  • Center for Financial Planning's Mizuho Financial position peaked at $3.31K in Q1 2025.
  • 322 funds tracked by Wall St. Rank held Mizuho Financial as of Q2 2025.

Based on Center for Financial Planning's 13F filing for Q2 2025, filed 4 Aug 2025.