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Clearstead Advisors’s Mizuho Financial MFG Stock Holding History

Clearstead Advisors’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 		$146K Sell
15,256
-15,256
-50% -$137K ﹤0.01% 1154
2026
Q1 		$242K Buy
+30,512
New +$258K ﹤0.01% 942
2025
Q1 		– Sell
-152
Closed -$745 – 2272
2024
Q4 		$745 Buy
+152
New +$702 ﹤0.01% 1949

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

Clearstead Advisors's MFG Position: Q2 2026 in Review

Clearstead Advisors reduced its Mizuho Financial (MFG) stake by 50% in Q2 2026, selling an estimated $137K and leaving 15,256 shares worth $146K. The position accounts for ﹤0.01% of the portfolio, ranked #1154.

Clearstead Advisors first reported a position in MFG in Q4 2024 and has held it in 3 quarters since. The position peaked at $242K in Q1 2026. 464 funds tracked by Wall St. Rank hold MFG as of Q2 2026.

  • Clearstead Advisors held 15,256 shares of Mizuho Financial worth $146K as of Q2 2026.
  • Clearstead Advisors sold 15,256 Mizuho Financial shares in Q2 2026, an estimated $137K.
  • Mizuho Financial made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #1154 holding.
  • Clearstead Advisors first reported a position in Mizuho Financial in Q4 2024 and has held it in 3 quarters since.
  • Clearstead Advisors's Mizuho Financial position peaked at $242K in Q1 2026.
  • 464 funds tracked by Wall St. Rank held Mizuho Financial as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.