EverSource Wealth Advisors’s Mizuho Financial MFG Stock Holding History

EverSource 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 Q2	$288K	Sell	30,079 -10,323	-26%	-$92.7K	0.01%	821
2026 Q1	$321K	Buy	40,402 +5,521	+16%	+$46.8K	0.01%	817
2025 Q4	$255K	Buy	34,881 +1,713	+5%	+$11.7K	0.01%	836
2025 Q3	$222K	Buy	33,168 +2,650	+9%	+$16.5K	0.01%	857
2025 Q2	$170K	Buy	30,518 +17,890	+142%	+$92.8K	0.01%	934
2025 Q1	$69.6K	Buy	12,628 +3,421	+37%	+$18.8K	﹤0.01%	1073
2024 Q4	$45K	Buy	9,207 +568	+7%	+$2.62K	﹤0.01%	1233
2024 Q3	$36.1K	Buy	8,639 +693	+9%	+$2.89K	﹤0.01%	1204
2024 Q2	$36.7K	Buy	7,946 +120	+2%	+$476	﹤0.01%	1244
2024 Q1	$30.3K	Hold	7,826	–	–	﹤0.01%	1184
2023 Q4	$26.9K	Buy	7,826 +50	+0.6%	+$170	﹤0.01%	1118
2023 Q3	$26.7K	Sell	7,776 -162	-2%	-$539	﹤0.01%	1027
2023 Q2	$24.4K	Sell	7,938 -242	-3%	-$718	﹤0.01%	1072
2023 Q1	$23.1K	Buy	8,180 +83	+1%	+$254	﹤0.01%	1026
2022 Q4	$23K	Sell	8,097 -2,953	-27%	-$6.96K	﹤0.01%	1020
2022 Q3	$25K	Buy	11,050 +10,131	+1,102%	+$23.6K	0.01%	836
2022 Q2	$2K	Buy	919 +31	+3%	+$73	﹤0.01%	1532
2022 Q1	$2K	Sell	888 -674	-43%	-$1.85K	﹤0.01%	1547
2021 Q4	$4K	Buy	+1,562	New	+$4.12K	﹤0.01%	1343

Other funds holding MFG

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

CBU

CIBC Bancorp USA Chicago, Illinois $82.3B AUM

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

EverSource Wealth Advisors's MFG Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Mizuho Financial (MFG) stake by 26% in Q2 2026, selling an estimated $92.7K and leaving 30,079 shares worth $288K. The position accounts for 0.01% of the portfolio, ranked #821.

EverSource Wealth Advisors first reported a position in MFG in Q4 2021 and has held it in 19 quarters since. The position peaked at $321K in Q1 2026. 465 funds tracked by Wall St. Rank hold MFG as of Q2 2026.

EverSource Wealth Advisors held 30,079 shares of Mizuho Financial worth $288K as of Q2 2026.
EverSource Wealth Advisors sold 10,323 Mizuho Financial shares in Q2 2026, an estimated $92.7K.
Mizuho Financial made up 0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #821 holding.
EverSource Wealth Advisors first reported a position in Mizuho Financial in Q4 2021 and has held it in 19 quarters since.
EverSource Wealth Advisors's Mizuho Financial position peaked at $321K in Q1 2026.
465 funds tracked by Wall St. Rank held Mizuho Financial as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.