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EP Wealth Advisors’s Mizuho Financial MFG Stock Holding History

EP Wealth Advisors’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
Q1 		$200K Buy
25,229
+2,101
+9% +$17.8K ﹤0.01% 1411
2025
Q4 		$169K Buy
+23,128
New +$158K ﹤0.01% 1411
2025
Q2 		$68.2K Buy
+12,261
New +$63.6K ﹤0.01% 1401

Other funds holding MFG

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
CBU
CIBC Bancorp USA Chicago, Illinois $74.4B AUM
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

EP Wealth Advisors's MFG Position: Q1 2026 in Review

EP Wealth Advisors increased its Mizuho Financial (MFG) stake by 9.1% in Q1 2026, buying an estimated $17.8K and bringing the position to 25,229 shares worth $200K. The position accounts for ﹤0.01% of the portfolio, ranked #1411.

EP Wealth Advisors first reported a position in MFG in Q2 2025 and has held it in 3 quarters since. 420 funds tracked by Wall St. Rank hold MFG as of Q1 2026.

  • EP Wealth Advisors held 25,229 shares of Mizuho Financial worth $200K as of Q1 2026.
  • EP Wealth Advisors bought 2,101 Mizuho Financial shares in Q1 2026, an estimated $17.8K.
  • Mizuho Financial made up ﹤0.01% of EP Wealth Advisors's portfolio in Q1 2026, its #1411 holding.
  • EP Wealth Advisors first reported a position in Mizuho Financial in Q2 2025 and has held it in 3 quarters since.
  • 420 funds tracked by Wall St. Rank held Mizuho Financial as of Q1 2026.

Based on EP Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.