Corient Private Wealth
MFG icon

Corient Private Wealth’s Mizuho Financial MFG Stock Holding History

Corient Private Wealth’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 		$1.65M Sell
213,069
-161,153
-43% -$1.36M ﹤0.01% 1367
2025
Q4 		$2.74M Buy
374,222
+202,944
+118% +$1.39M ﹤0.01% 1362
2025
Q3 		$1.15M Sell
171,278
-73,712
-30% -$460K ﹤0.01% 1371
2025
Q2 		$1.36M Buy
244,990
+96,566
+65% +$501K ﹤0.01% 1217
2025
Q1 		$818K Buy
148,424
+2,075
+1% +$11.4K ﹤0.01% 1368
2024
Q4 		$716K Buy
146,349
+11,844
+9% +$54.7K ﹤0.01% 1454
2024
Q3 		$562K Sell
134,505
-5,459
-4% -$22.8K ﹤0.01% 1669
2024
Q2 		$592K Sell
139,964
-1,713
-1% -$6.79K ﹤0.01% 1556
2024
Q1 		$564K Sell
141,677
-10,904
-7% -$40.7K ﹤0.01% 1574
2023
Q4 		$525K Sell
152,581
-9,890
-6% -$33.6K ﹤0.01% 1589
2023
Q3 		$554K Sell
162,471
-11,467
-7% -$38.1K ﹤0.01% 1438
2023
Q2 		$532K Sell
173,938
-12,379
-7% -$36.7K ﹤0.01% 1425
2023
Q1 		$525K Buy
186,317
+66,543
+56% +$204K ﹤0.01% 1362
2022
Q4 		$339K Buy
+119,774
New +$282K ﹤0.01% 1287

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 $761B 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 $5.7T AUM 30.48% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
CBU
CIBC Bancorp USA Chicago, Illinois $74B AUM
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return