Forum Financial Management’s Mizuho Financial MFG Stock Holding History

Forum Financial Management’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	–	Sell	-379,442	Closed	-$2.78M	–	718
2025 Q4	$2.78M	Hold	379,442	–	–	0.04%	114
2025 Q3	$2.54M	Buy	379,442 +25,931	+7%	+$162K	0.03%	115
2025 Q2	$1.97M	Sell	353,511 -10,583	-3%	-$54.9K	0.03%	126
2025 Q1	$2.01M	Hold	364,094	–	–	0.03%	117
2024 Q4	$1.78M	Buy	364,094 +90,960	+33%	+$420K	0.03%	134
2024 Q3	$1.14M	Hold	273,134	–	–	0.02%	173
2024 Q2	$1.16M	Hold	273,134	–	–	0.02%	154
2024 Q1	$1.09M	Hold	273,134	–	–	0.02%	177
2023 Q4	$940K	Sell	273,134 -15,504	-5%	-$52.7K	0.02%	175
2023 Q3	$990K	Hold	288,638	–	–	0.02%	163
2023 Q2	$886K	Sell	288,638 -42	-0%	-$125	0.02%	174
2023 Q1	$814K	Buy	288,680 +42	+0%	+$128	0.02%	167
2022 Q4	$820K	Hold	288,638	–	–	0.03%	167
2022 Q3	$638K	Hold	288,638	–	–	0.03%	176
2022 Q2	$647K	Hold	288,638	–	–	0.03%	189
2022 Q1	$741K	Hold	288,638	–	–	0.04%	171
2021 Q4	$736K	Buy	+288,638	New	+$762K	0.04%	170

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

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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 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

Forum Financial Management's MFG Position: Q1 2026 in Review

Forum Financial Management sold out of Mizuho Financial (MFG) in Q1 2026, closing a stake of 379,442 shares — an estimated $2.78M sold.

Forum Financial Management first reported a position in MFG in Q4 2021 and held it in 17 quarters. The position peaked at $2.78M in Q4 2025. 425 funds tracked by Wall St. Rank hold MFG as of Q1 2026.

Forum Financial Management reported no remaining Mizuho Financial position as of Q1 2026 after selling out during the quarter.
Forum Financial Management sold 379,442 Mizuho Financial shares in Q1 2026, an estimated $2.78M.
Forum Financial Management first reported a position in Mizuho Financial in Q4 2021 and held it in 17 quarters.
Forum Financial Management's Mizuho Financial position peaked at $2.78M in Q4 2025.
425 funds tracked by Wall St. Rank held Mizuho Financial as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.