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Davenport & Co’s Mizuho Financial MFG Stock Holding History

Davenport & Co’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 		$496K Buy
51,740
+1,312
+3% +$11.8K ﹤0.01% 1010
2026
Q1 		$400K Buy
50,428
+2,682
+6% +$22.7K ﹤0.01% 1029
2025
Q4 		$350K Buy
+47,746
New +$326K ﹤0.01% 1034

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
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 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

Davenport & Co's MFG Position: Q2 2026 in Review

Davenport & Co increased its Mizuho Financial (MFG) stake by 2.6% in Q2 2026, buying an estimated $11.8K and bringing the position to 51,740 shares worth $496K. The position accounts for ﹤0.01% of the portfolio, ranked #1010.

Davenport & Co first reported a position in MFG in Q4 2025 and has held it in 3 quarters since. 93 funds tracked by Wall St. Rank hold MFG as of Q2 2026.

  • Davenport & Co held 51,740 shares of Mizuho Financial worth $496K as of Q2 2026.
  • Davenport & Co bought 1,312 Mizuho Financial shares in Q2 2026, an estimated $11.8K.
  • Mizuho Financial made up ﹤0.01% of Davenport & Co's portfolio in Q2 2026, its #1010 holding.
  • Davenport & Co first reported a position in Mizuho Financial in Q4 2025 and has held it in 3 quarters since.
  • 93 funds tracked by Wall St. Rank held Mizuho Financial as of Q2 2026.

Based on Davenport & Co's 13F filing for Q2 2026, filed 13 Jul 2026.