CI
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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
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

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
AWA
Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
VWM
Venturi Wealth Management Austin, Texas $2.58B AUM 41.25% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

CX Institutional's MFG Position: Q2 2026 in Review

CX Institutional held its Mizuho Financial (MFG) position steady in Q2 2026 at 320 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #1425.

CX Institutional first reported a position in MFG in Q1 2025 and has held it in 6 quarters since. 78 funds tracked by Wall St. Rank hold MFG as of Q2 2026.

  • CX Institutional held 320 shares of Mizuho Financial worth $3K as of Q2 2026.
  • CX Institutional left its Mizuho Financial share count unchanged in Q2 2026.
  • Mizuho Financial made up ﹤0.01% of CX Institutional's portfolio in Q2 2026, its #1425 holding.
  • CX Institutional first reported a position in Mizuho Financial in Q1 2025 and has held it in 6 quarters since.
  • 78 funds tracked by Wall St. Rank held Mizuho Financial as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.