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Concurrent Investment Advisors’s Mizuho Financial MFG Stock Holding History

Concurrent Investment 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 		$492K Buy
51,373
+14,008
+37% +$126K ﹤0.01% 1410
2026
Q1 		$297K Buy
37,365
+23,898
+177% +$202K ﹤0.01% 1514
2025
Q4 		$98.6K Buy
+13,467
New +$92K ﹤0.01% 1706

Other funds holding MFG

AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Concurrent Investment Advisors's MFG Position: Q2 2026 in Review

Concurrent Investment Advisors increased its Mizuho Financial (MFG) stake by 37% in Q2 2026, buying an estimated $126K and bringing the position to 51,373 shares worth $492K. The position accounts for ﹤0.01% of the portfolio, ranked #1410.

Concurrent Investment Advisors first reported a position in MFG in Q4 2025 and has held it in 3 quarters since. 184 funds tracked by Wall St. Rank hold MFG as of Q2 2026.

  • Concurrent Investment Advisors held 51,373 shares of Mizuho Financial worth $492K as of Q2 2026.
  • Concurrent Investment Advisors bought 14,008 Mizuho Financial shares in Q2 2026, an estimated $126K.
  • Mizuho Financial made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1410 holding.
  • Concurrent Investment Advisors first reported a position in Mizuho Financial in Q4 2025 and has held it in 3 quarters since.
  • 184 funds tracked by Wall St. Rank held Mizuho Financial as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.