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Evoke Wealth’s Mizuho Financial MFG Stock Holding History

Evoke Wealth’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 		– Sell
-25,012
Closed -$199K – 392
2026
Q1 		$199K Buy
25,012
+8,732
+54% +$73.9K ﹤0.01% 676
2025
Q4 		$119K Buy
16,280
+2,043
+14% +$14K ﹤0.01% 656
2025
Q3 		$95.4K Buy
+14,237
New +$88.8K ﹤0.01% 640
2022
Q4 		– Sell
-633
Closed -$1K – 824
2022
Q3 		$1K Buy
633
+283
+81% +$658 ﹤0.01% 1125
2022
Q2 		$1K Buy
+350
New +$827 ﹤0.01% 1120
2021
Q4 		– Sell
-263
Closed – – 1219
2021
Q3 		$0 Hold
263
– – ﹤0.01% 1191
2021
Q2 		$1K Hold
263
– – ﹤0.01% 1129
2021
Q1 		$1K Hold
263
– – ﹤0.01% 1120
2020
Q4 		$1K Hold
263
– – ﹤0.01% 978
2020
Q3 		$1K Buy
263
+109
+71% +$286 ﹤0.01% 951
2020
Q2 		$0 Buy
+154
New +$366 ﹤0.01% 1139
2020
Q1 		– Sell
-296
Closed -$915 – 1267
2019
Q4 		$915 Buy
296
+1
+0.3% +$3 ﹤0.01% 1151
2019
Q3 		$905 Buy
+295
New +$877 ﹤0.01% 1317

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

Evoke Wealth's MFG Position: Q2 2026 in Review

Evoke Wealth sold out of Mizuho Financial (MFG) in Q2 2026, closing a stake of 25,012 shares — an estimated $199K sold.

Evoke Wealth first reported a position in MFG in Q3 2019 and held it in 13 quarters. The position peaked at $199K in Q1 2026. 460 funds tracked by Wall St. Rank hold MFG as of Q2 2026.

  • Evoke Wealth reported no remaining Mizuho Financial position as of Q2 2026 after selling out during the quarter.
  • Evoke Wealth sold 25,012 Mizuho Financial shares in Q2 2026, an estimated $199K.
  • Evoke Wealth first reported a position in Mizuho Financial in Q3 2019 and held it in 13 quarters.
  • Evoke Wealth's Mizuho Financial position peaked at $199K in Q1 2026.
  • 460 funds tracked by Wall St. Rank held Mizuho Financial as of Q2 2026.

Based on Evoke Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.