CX Institutional
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CX Institutional’s Mizuho Financial MFG Stock Holding History

CX Institutional’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
Q3 		$4K Hold
320
– – ﹤0.01% 1473
2026
Q2 		$3K Hold
320
– – ﹤0.01% 1425
2026
Q1 		$3K Hold
320
– – ﹤0.01% 1406
2025
Q4 		$2K Hold
320
– – ﹤0.01% 1381
2025
Q3 		$2K Hold
320
– – ﹤0.01% 1312
2025
Q2 		$2K Hold
320
– – ﹤0.01% 1153
2025
Q1 		$2K Buy
+320
New +$1.76K ﹤0.01% 1143

Other funds holding MFG

Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
Augustine Asset Management
Augustine Asset Management Jacksonville, Florida $464M AUM 16.89% 1-Year Est. Return
Crossmark Global Holdings
Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return
Quadrant Capital Group
Quadrant Capital Group Cincinnati, Ohio $3.7B AUM 33.76% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
SignatureFD
SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return
Evergreen Capital Management
Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return
Aaron Wealth Advisors
Aaron Wealth Advisors Chicago, Illinois $2.04B AUM 32.69% 1-Year Est. Return

CX Institutional's MFG Position: Q3 2026 in Review

CX Institutional held its Mizuho Financial (MFG) position steady in Q3 2026 at 320 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #1473.

CX Institutional first reported a position in MFG in Q1 2025 and has held it in 7 quarters since. 118 funds tracked by Wall St. Rank hold MFG as of Q3 2026.

  • CX Institutional held 320 shares of Mizuho Financial worth $4K as of Q3 2026.
  • CX Institutional left its Mizuho Financial share count unchanged in Q3 2026.
  • Mizuho Financial made up ﹤0.01% of CX Institutional's portfolio in Q3 2026, its #1473 holding.
  • CX Institutional first reported a position in Mizuho Financial in Q1 2025 and has held it in 7 quarters since.
  • 118 funds tracked by Wall St. Rank held Mizuho Financial as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.