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Ellevest Inc’s Mizuho Financial MFG Stock Holding History

Ellevest Inc’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 		$534K Buy
55,740
+4,307
+8% +$38.7K 0.06% 242
2026
Q1 		$408K Buy
51,433
+25,992
+102% +$220K 0.06% 274
2025
Q4 		$186K Buy
25,441
+3,317
+15% +$22.7K 0.03% 414
2025
Q3 		$148K Buy
22,124
+118
+0.5% +$736 0.02% 419
2025
Q2 		$122K Buy
22,006
+7,527
+52% +$39.1K 0.02% 382
2025
Q1 		$79.8K Sell
14,479
-596
-4% -$3.28K 0.01% 389
2024
Q4 		$73.7K Sell
15,075
-1,041
-6% -$4.81K ﹤0.01% 406
2024
Q3 		$67.4K Buy
16,116
+1,449
+10% +$6.05K ﹤0.01% 418
2024
Q2 		$62K Buy
+14,667
New +$58.1K ﹤0.01% 398
2022
Q3 		– Sell
-1,927
Closed -$4K – 1756
2022
Q2 		$4K Sell
1,927
-2,190
-53% -$5.17K ﹤0.01% 1059
2022
Q1 		$11K Buy
4,117
+2,639
+179% +$7.23K ﹤0.01% 868
2021
Q4 		$4K Buy
+1,478
New +$3.9K ﹤0.01% 1056
2021
Q3 		– Sell
-2,588
Closed -$7K – 1504
2021
Q2 		$7K Sell
2,588
-15,419
-86% -$46K ﹤0.01% 833
2021
Q1 		$52K Sell
18,007
-17,447
-49% -$50.8K 0.01% 466
2020
Q4 		$90K Sell
35,454
-1,504
-4% -$3.88K 0.01% 333
2020
Q3 		$94K Buy
36,958
+9,090
+33% +$23.9K 0.02% 274
2020
Q2 		$69K Buy
27,868
+11,163
+67% +$26.5K 0.01% 307
2020
Q1 		$39K Buy
16,705
+4,112
+33% +$11.2K 0.01% 276
2019
Q4 		$39K Buy
+12,593
New +$39.2K 0.01% 249

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

Ellevest Inc's MFG Position: Q2 2026 in Review

Ellevest Inc increased its Mizuho Financial (MFG) stake by 8.4% in Q2 2026, buying an estimated $38.7K and bringing the position to 55,740 shares worth $534K. The position accounts for 0.06% of the portfolio, ranked #242.

Ellevest Inc first reported a position in MFG in Q4 2019 and has held it in 19 quarters since. 464 funds tracked by Wall St. Rank hold MFG as of Q2 2026.

  • Ellevest Inc held 55,740 shares of Mizuho Financial worth $534K as of Q2 2026.
  • Ellevest Inc bought 4,307 Mizuho Financial shares in Q2 2026, an estimated $38.7K.
  • Mizuho Financial made up 0.06% of Ellevest Inc's portfolio in Q2 2026, its #242 holding.
  • Ellevest Inc first reported a position in Mizuho Financial in Q4 2019 and has held it in 19 quarters since.
  • 464 funds tracked by Wall St. Rank held Mizuho Financial as of Q2 2026.

Based on Ellevest Inc's 13F filing for Q2 2026, filed 10 Aug 2026.