Fulcrum Wealth Advisors’s Mizuho Financial MFG Stock Holding History

Fulcrum 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	–	Sell	-15,000	Closed	-$110K	–	74
2025 Q4	$110K	Buy	+15,000	New	+$103K	0.09%	67

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

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

Fulcrum Wealth Advisors sold out of Mizuho Financial (MFG) in Q1 2026, closing a stake of 15,000 shares — an estimated $110K sold.

Fulcrum Wealth Advisors first reported a position in MFG in Q4 2025 and held it in 1 quarter. The position peaked at $110K in Q4 2025. 423 funds tracked by Wall St. Rank hold MFG as of Q1 2026.

Fulcrum Wealth Advisors reported no remaining Mizuho Financial position as of Q1 2026 after selling out during the quarter.
Fulcrum Wealth Advisors sold 15,000 Mizuho Financial shares in Q1 2026, an estimated $110K.
Fulcrum Wealth Advisors first reported a position in Mizuho Financial in Q4 2025 and held it in 1 quarter.
Fulcrum Wealth Advisors's Mizuho Financial position peaked at $110K in Q4 2025.
423 funds tracked by Wall St. Rank held Mizuho Financial as of Q1 2026.

Based on Fulcrum Wealth Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.