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Crestwood Advisors Group’s Mizuho Financial MFG Stock Holding History

Crestwood Advisors Group’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 		$272K Buy
28,351
+7,932
+39% +$71.2K ﹤0.01% 717
2026
Q1 		$162K Buy
20,419
+6,483
+47% +$54.9K ﹤0.01% 745
2025
Q4 		$102K Buy
+13,936
New +$95.3K ﹤0.01% 687

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

Crestwood Advisors Group's MFG Position: Q2 2026 in Review

Crestwood Advisors Group increased its Mizuho Financial (MFG) stake by 39% in Q2 2026, buying an estimated $71.2K and bringing the position to 28,351 shares worth $272K. The position accounts for ﹤0.01% of the portfolio, ranked #717.

Crestwood Advisors Group first reported a position in MFG in Q4 2025 and has held it in 3 quarters since. 460 funds tracked by Wall St. Rank hold MFG as of Q2 2026.

  • Crestwood Advisors Group held 28,351 shares of Mizuho Financial worth $272K as of Q2 2026.
  • Crestwood Advisors Group bought 7,932 Mizuho Financial shares in Q2 2026, an estimated $71.2K.
  • Mizuho Financial made up ﹤0.01% of Crestwood Advisors Group's portfolio in Q2 2026, its #717 holding.
  • Crestwood Advisors Group first reported a position in Mizuho Financial in Q4 2025 and has held it in 3 quarters since.
  • 460 funds tracked by Wall St. Rank held Mizuho Financial as of Q2 2026.

Based on Crestwood Advisors Group's 13F filing for Q2 2026, filed 3 Aug 2026.