CCM
MFG icon

Coldstream Capital Management’s Mizuho Financial MFG Stock Holding History

Coldstream Capital Management’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 		$344K Sell
43,355
-8,543
-16% -$72.3K ﹤0.01% 868
2025
Q4 		$380K Buy
51,898
+8,931
+21% +$61K ﹤0.01% 824
2025
Q3 		$288K Sell
42,967
-9,487
-18% -$59.2K ﹤0.01% 956
2025
Q2 		$292K Buy
52,454
+3,213
+7% +$16.7K ﹤0.01% 897
2025
Q1 		$271K Sell
49,241
-1,564
-3% -$8.6K 0.01% 860
2024
Q4 		$248K Buy
50,805
+18,155
+56% +$83.8K 0.01% 922
2024
Q3 		$136K Buy
32,650
+14,670
+82% +$61.3K ﹤0.01% 1052
2024
Q2 		$76.1K Sell
17,980
-1,347
-7% -$5.34K ﹤0.01% 975
2024
Q1 		$76.9K Hold
19,327
– – ﹤0.01% 984
2023
Q4 		$66.5K Buy
19,327
+645
+3% +$2.19K ﹤0.01% 930
2023
Q3 		$64.1K Buy
18,682
+1,294
+7% +$4.3K ﹤0.01% 789
2023
Q2 		$53.4K Buy
17,388
+458
+3% +$1.36K ﹤0.01% 817
2023
Q1 		$47.7K Hold
16,930
– – ﹤0.01% 826
2022
Q4 		$48.1K Buy
+16,930
New +$39.9K ﹤0.01% 798
2022
Q2 		$27K Buy
+12,239
New +$28.9K ﹤0.01% 766

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 $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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
CBU
CIBC Bancorp USA Chicago, Illinois $74.4B AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Coldstream Capital Management's MFG Position: Q1 2026 in Review

Coldstream Capital Management reduced its Mizuho Financial (MFG) stake by 16% in Q1 2026, selling an estimated $72.3K and leaving 43,355 shares worth $344K. The position accounts for ﹤0.01% of the portfolio, ranked #868.

Coldstream Capital Management first reported a position in MFG in Q2 2022 and has held it in 15 quarters since. The position peaked at $380K in Q4 2025. 423 funds tracked by Wall St. Rank hold MFG as of Q1 2026.

  • Coldstream Capital Management held 43,355 shares of Mizuho Financial worth $344K as of Q1 2026.
  • Coldstream Capital Management sold 8,543 Mizuho Financial shares in Q1 2026, an estimated $72.3K.
  • Mizuho Financial made up ﹤0.01% of Coldstream Capital Management's portfolio in Q1 2026, its #868 holding.
  • Coldstream Capital Management first reported a position in Mizuho Financial in Q2 2022 and has held it in 15 quarters since.
  • Coldstream Capital Management's Mizuho Financial position peaked at $380K in Q4 2025.
  • 423 funds tracked by Wall St. Rank held Mizuho Financial as of Q1 2026.

Based on Coldstream Capital Management's 13F filing for Q1 2026, filed 8 May 2026.