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Global Retirement Partners’s Mizuho Financial MFG Stock Holding History

Global Retirement Partners’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 		$217K Buy
+22,646
New +$203K ﹤0.01% 1544
2025
Q4 		$144K Buy
19,651
+3,168
+19% +$21.7K ﹤0.01% 1678
2025
Q3 		$110K Sell
16,483
-42,436
-72% -$265K ﹤0.01% 1473
2025
Q2 		$328K Buy
+58,919
New +$306K 0.01% 884
2024
Q4 		$14.7K Sell
3,014
-791
-21% -$3.65K ﹤0.01% 2240
2024
Q3 		$15.9K Sell
3,805
-569
-13% -$2.38K ﹤0.01% 2104
2024
Q2 		$18.5K Buy
4,374
+620
+17% +$2.46K ﹤0.01% 2028
2024
Q1 		$14.9K Sell
3,754
-400
-10% -$1.49K ﹤0.01% 1937
2023
Q4 		$14.5K Sell
4,154
-49
-1% -$167 ﹤0.01% 1908
2023
Q3 		$13.8K Buy
4,203
+539
+15% +$1.79K ﹤0.01% 1819
2023
Q2 		$11.2K Buy
3,664
+2,174
+146% +$6.45K ﹤0.01% 1924
2023
Q1 		$4.26K Buy
1,490
+91
+7% +$278 ﹤0.01% 2221
2022
Q4 		$3.97K Sell
1,399
-359
-20% -$846 ﹤0.01% 2100
2022
Q3 		$4K Buy
1,758
+267
+18% +$621 ﹤0.01% 2013
2022
Q2 		$3K Sell
1,491
-586
-28% -$1.38K ﹤0.01% 2079
2022
Q1 		$5K Buy
+2,077
New +$5.69K ﹤0.01% 1893
2021
Q4 		– Sell
-816
Closed -$2K – 1176
2021
Q3 		$2K Buy
+816
New +$2.35K ﹤0.01% 1837
2020
Q2 		– Sell
-995
Closed -$2K – 1683
2020
Q1 		$2K Hold
995
– – ﹤0.01% 1416
2019
Q4 		$3K Hold
995
– – ﹤0.01% 1422
2019
Q3 		$3K Hold
995
– – ﹤0.01% 1399
2019
Q2 		$3K Buy
995
+429
+76% +$1.27K ﹤0.01% 1386
2019
Q1 		$2K Hold
566
– – ﹤0.01% 1402
2018
Q4 		$2K Buy
+566
New +$1.88K ﹤0.01% 1341

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

Global Retirement Partners's MFG Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Mizuho Financial (MFG) in Q2 2026: 22,646 shares worth $217K. The stake represents ﹤0.01% of the portfolio and ranks #1544 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in MFG as recently as Q4 2025.

Global Retirement Partners first reported a position in MFG in Q4 2018 and has held it in 23 quarters since. The position peaked at $328K in Q2 2025. 464 funds tracked by Wall St. Rank hold MFG as of Q2 2026.

  • Global Retirement Partners held 22,646 shares of Mizuho Financial worth $217K as of Q2 2026.
  • Mizuho Financial was a new Global Retirement Partners position in Q2 2026.
  • Mizuho Financial made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #1544 holding.
  • Global Retirement Partners first reported a position in Mizuho Financial in Q4 2018 and has held it in 23 quarters since.
  • Global Retirement Partners's Mizuho Financial position peaked at $328K in Q2 2025.
  • 464 funds tracked by Wall St. Rank held Mizuho Financial as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.