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Evolve Private Wealth’s Mizuho Financial MFG Stock Holding History

Evolve Private 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 		$2.22M Buy
231,238
+13,776
+6% +$124K 0.14% 142
2026
Q1 		$1.73M Buy
217,462
+12,079
+6% +$102K 0.09% 211
2025
Q4 		$1.5M Buy
+205,383
New +$1.4M 0.09% 207

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

Evolve Private Wealth's MFG Position: Q2 2026 in Review

Evolve Private Wealth increased its Mizuho Financial (MFG) stake by 6.3% in Q2 2026, buying an estimated $124K and bringing the position to 231,238 shares worth $2.22M. The position accounts for 0.14% of the portfolio, ranked #142.

Evolve Private Wealth first reported a position in MFG in Q4 2025 and has held it in 3 quarters since. 465 funds tracked by Wall St. Rank hold MFG as of Q2 2026.

  • Evolve Private Wealth held 231,238 shares of Mizuho Financial worth $2.22M as of Q2 2026.
  • Evolve Private Wealth bought 13,776 Mizuho Financial shares in Q2 2026, an estimated $124K.
  • Mizuho Financial made up 0.14% of Evolve Private Wealth's portfolio in Q2 2026, its #142 holding.
  • Evolve Private Wealth first reported a position in Mizuho Financial in Q4 2025 and has held it in 3 quarters since.
  • 465 funds tracked by Wall St. Rank held Mizuho Financial as of Q2 2026.

Based on Evolve Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.