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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
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
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

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

EverSource Wealth Advisors increased its Mizuho Financial (MFG) stake by 16% in Q1 2026, buying an estimated $46.8K and bringing the position to 40,402 shares worth $321K. The position accounts for 0.01% of the portfolio, ranked #817.

EverSource Wealth Advisors first reported a position in MFG in Q4 2021 and has held it in 18 quarters since. 420 funds tracked by Wall St. Rank hold MFG as of Q1 2026.

  • EverSource Wealth Advisors held 40,402 shares of Mizuho Financial worth $321K as of Q1 2026.
  • EverSource Wealth Advisors bought 5,521 Mizuho Financial shares in Q1 2026, an estimated $46.8K.
  • Mizuho Financial made up 0.01% of EverSource Wealth Advisors's portfolio in Q1 2026, its #817 holding.
  • EverSource Wealth Advisors first reported a position in Mizuho Financial in Q4 2021 and has held it in 18 quarters since.
  • 420 funds tracked by Wall St. Rank held Mizuho Financial as of Q1 2026.

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