Creative Planning’s Mizuho Financial MFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $13.5M | Buy |
1,698,143
+201,380
| +13% | +$1.71M | 0.01% | 568 |
|
|
2025
Q4 | $11M | Buy |
1,496,763
+214,021
| +17% | +$1.46M | 0.01% | 579 |
|
|
2025
Q3 | $8.59M | Buy |
1,282,742
+178,410
| +16% | +$1.11M | 0.01% | 627 |
|
|
2025
Q2 | $6.14M | Sell |
1,104,332
-100,400
| -8% | -$521K | 0.01% | 694 |
|
|
2025
Q1 | $6.64M | Buy |
1,204,732
+197,582
| +20% | +$1.09M | 0.01% | 618 |
|
|
2024
Q4 | $4.92M | Buy |
1,007,150
+203,891
| +25% | +$941K | ﹤0.01% | 666 |
|
|
2024
Q3 | $3.36M | Buy |
803,259
+65,185
| +9% | +$272K | ﹤0.01% | 806 |
|
|
2024
Q2 | $3.12M | Buy |
738,074
+88,011
| +14% | +$349K | ﹤0.01% | 800 |
|
|
2024
Q1 | $2.59M | Buy |
650,063
+192,426
| +42% | +$718K | ﹤0.01% | 866 |
|
|
2023
Q4 | $1.57M | Buy |
457,637
+83,407
| +22% | +$283K | ﹤0.01% | 1014 |
|
|
2023
Q3 | $1.28M | Buy |
374,230
+78,893
| +27% | +$262K | ﹤0.01% | 1050 |
|
|
2023
Q2 | $907K | Buy |
295,337
+70,565
| +31% | +$209K | ﹤0.01% | 1180 |
|
|
2023
Q1 | $634K | Buy |
224,772
+123,066
| +121% | +$376K | ﹤0.01% | 1331 |
|
|
2022
Q4 | $289K | Sell |
101,706
-81,258
| -44% | -$192K | ﹤0.01% | 1753 |
|
|
2022
Q3 | $404K | Buy |
182,964
+39,895
| +28% | +$92.8K | ﹤0.01% | 1464 |
|
|
2022
Q2 | $320K | Buy |
143,069
+66,546
| +87% | +$157K | ﹤0.01% | 1564 |
|
|
2022
Q1 | $197K | Buy |
76,523
+5,742
| +8% | +$15.7K | ﹤0.01% | 1898 |
|
|
2021
Q4 | $180K | Sell |
70,781
-6,987
| -9% | -$18.4K | ﹤0.01% | 1890 |
|
|
2021
Q3 | $221K | Buy |
77,768
+42,843
| +123% | +$123K | ﹤0.01% | 1802 |
|
|
2021
Q2 | $100K | Sell |
34,925
-41,624
| -54% | -$124K | ﹤0.01% | 1873 |
|
|
2021
Q1 | $223K | Buy |
76,549
+2,142
| +3% | +$6.23K | ﹤0.01% | 2011 |
|
|
2020
Q4 | $190K | Sell |
74,407
-9,441
| -11% | -$24.4K | ﹤0.01% | 1920 |
|
|
2020
Q3 | $214K | Buy |
83,848
+53,931
| +180% | +$142K | ﹤0.01% | 1636 |
|
|
2020
Q2 | $74K | Sell |
29,917
-10,096
| -25% | -$24K | ﹤0.01% | 1712 |
|
|
2020
Q1 | $92K | Buy |
+40,013
| New | +$109K | ﹤0.01% | 1547 |
|
|
2019
Q4 | – | Sell |
-17,681
| Closed | -$54K | – | 2070 |
|
|
2019
Q3 | $54K | Buy |
17,681
+5,565
| +46% | +$16.5K | ﹤0.01% | 1782 |
|
|
2019
Q2 | $35K | Sell |
12,116
-4,125
| -25% | -$12.2K | ﹤0.01% | 1846 |
|
|
2019
Q1 | $50K | Buy |
16,241
+4,341
| +36% | +$13.6K | ﹤0.01% | 1776 |
|
|
2018
Q4 | $36K | Sell |
11,900
-1,791
| -13% | -$5.94K | ﹤0.01% | 1746 |
|
|
2018
Q3 | $48K | Sell |
13,691
-1,918
| -12% | -$6.69K | ﹤0.01% | 1886 |
|
|
2018
Q2 | $53K | Buy |
+15,609
| New | +$55.8K | ﹤0.01% | 1844 |
|
|
2017
Q4 | – | Sell |
-11,436
| Closed | -$41K | – | 1966 |
|
|
2017
Q3 | $41K | Sell |
11,436
-2,285
| -17% | -$8.03K | ﹤0.01% | 1795 |
|
|
2017
Q2 | $50K | Sell |
13,721
-4,800
| -26% | -$17.3K | ﹤0.01% | 2510 |
|
|
2017
Q1 | $68K | Hold |
18,521
| – | – | ﹤0.01% | 2243 |
|
|
2016
Q4 | $66K | Buy |
18,521
+9,571
| +107% | +$33.3K | ﹤0.01% | 2164 |
|
|
2016
Q3 | $30K | Buy |
8,950
+8,845
| +8,424% | +$28.8K | ﹤0.01% | 2735 |
|
|
2016
Q2 | $0 | Hold |
105
| – | – | ﹤0.01% | 4450 |
|
|
2016
Q1 | $0 | Sell |
105
-329
| -76% | -$1.07K | ﹤0.01% | 4448 |
|
|
2015
Q4 | $2K | Hold |
434
| – | – | ﹤0.01% | 4047 |
|
|
2015
Q3 | $2K | Buy |
+434
| New | +$1.77K | ﹤0.01% | 3960 |
|
|
2015
Q2 | – | Sell |
-105
| Closed | – | – | 2218 |
|
|
2015
Q1 | $0 | Sell |
105
-4,324
| -98% | -$15.2K | ﹤0.01% | 4327 |
|
|
2014
Q4 | $15K | Buy |
4,429
+4,324
| +4,118% | +$15.1K | ﹤0.01% | 2862 |
|
|
2014
Q3 | $0 | Sell |
105
-159
| -60% | -$612 | ﹤0.01% | 4095 |
|
|
2014
Q2 | $1K | Buy |
264
+159
| +151% | +$631 | ﹤0.01% | 3647 |
|
|
2014
Q1 | $0 | Hold |
105
| – | – | ﹤0.01% | 3704 |
|
|
2013
Q4 | $0 | Hold |
105
| – | – | ﹤0.01% | 3401 |
|
|
2013
Q3 | $0 | Buy |
+105
| New | +$450 | ﹤0.01% | 3293 |
|
Other funds holding MFG
CBU
Creative Planning's MFG Position: Q1 2026 in Review
Creative Planning increased its Mizuho Financial (MFG) stake by 13% in Q1 2026, buying an estimated $1.71M and bringing the position to 1,698,143 shares worth $13.5M. The position accounts for 0.01% of the portfolio, ranked #568.
Creative Planning first reported a position in MFG in Q3 2013 and has held it in 47 quarters since. 420 funds tracked by Wall St. Rank hold MFG as of Q1 2026.
- Creative Planning held 1,698,143 shares of Mizuho Financial worth $13.5M as of Q1 2026.
- Creative Planning bought 201,380 Mizuho Financial shares in Q1 2026, an estimated $1.71M.
- Mizuho Financial made up 0.01% of Creative Planning's portfolio in Q1 2026, its #568 holding.
- Creative Planning first reported a position in Mizuho Financial in Q3 2013 and has held it in 47 quarters since.
- 420 funds tracked by Wall St. Rank held Mizuho Financial as of Q1 2026.
Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.