GIA
MFG icon

Gladstone Institutional Advisory’s Mizuho Financial MFG Stock Holding History

Gladstone Institutional Advisory’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
-53,707
Closed -$393K – 869
2025
Q4 		$393K Buy
53,707
+564
+1% +$3.85K 0.01% 556
2025
Q3 		$356K Buy
53,143
+17,841
+51% +$111K 0.01% 597
2025
Q2 		$196K Buy
+35,302
New +$183K 0.01% 722

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

Gladstone Institutional Advisory's MFG Position: Q1 2026 in Review

Gladstone Institutional Advisory sold out of Mizuho Financial (MFG) in Q1 2026, closing a stake of 53,707 shares — an estimated $393K sold.

Gladstone Institutional Advisory first reported a position in MFG in Q2 2025 and held it in 3 quarters. The position peaked at $393K in Q4 2025. 421 funds tracked by Wall St. Rank hold MFG as of Q1 2026.

  • Gladstone Institutional Advisory reported no remaining Mizuho Financial position as of Q1 2026 after selling out during the quarter.
  • Gladstone Institutional Advisory sold 53,707 Mizuho Financial shares in Q1 2026, an estimated $393K.
  • Gladstone Institutional Advisory first reported a position in Mizuho Financial in Q2 2025 and held it in 3 quarters.
  • Gladstone Institutional Advisory's Mizuho Financial position peaked at $393K in Q4 2025.
  • 421 funds tracked by Wall St. Rank held Mizuho Financial as of Q1 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q1 2026, filed 14 May 2026.