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GeoWealth Management’s Mizuho Financial MFG Stock Holding History

GeoWealth 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 		$112K Buy
14,071
+158
+1% +$1.34K ﹤0.01% 782
2025
Q4 		$102K Buy
13,913
+163
+1% +$1.11K ﹤0.01% 717
2025
Q3 		$92.1K Buy
13,750
+1,046
+8% +$6.52K ﹤0.01% 726
2025
Q2 		$70.6K Buy
12,704
+1,713
+16% +$8.89K ﹤0.01% 885
2025
Q1 		$60.6K Sell
10,991
-6,695
-38% -$36.8K ﹤0.01% 871
2024
Q4 		$86.5K Buy
17,686
+3,386
+24% +$15.6K ﹤0.01% 1011
2024
Q3 		$59.8K Sell
14,300
-1,430
-9% -$5.97K ﹤0.01% 1023
2024
Q2 		$66.5K Buy
+15,730
New +$62.4K ﹤0.01% 800

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

GeoWealth Management's MFG Position: Q1 2026 in Review

GeoWealth Management increased its Mizuho Financial (MFG) stake by 1.1% in Q1 2026, buying an estimated $1.34K and bringing the position to 14,071 shares worth $112K. The position accounts for ﹤0.01% of the portfolio, ranked #782.

GeoWealth Management first reported a position in MFG in Q2 2024 and has held it in 8 quarters since. 420 funds tracked by Wall St. Rank hold MFG as of Q1 2026.

  • GeoWealth Management held 14,071 shares of Mizuho Financial worth $112K as of Q1 2026.
  • GeoWealth Management bought 158 Mizuho Financial shares in Q1 2026, an estimated $1.34K.
  • Mizuho Financial made up ﹤0.01% of GeoWealth Management's portfolio in Q1 2026, its #782 holding.
  • GeoWealth Management first reported a position in Mizuho Financial in Q2 2024 and has held it in 8 quarters since.
  • 420 funds tracked by Wall St. Rank held Mizuho Financial as of Q1 2026.

Based on GeoWealth Management's 13F filing for Q1 2026, filed 13 May 2026.