Gradient Investments’s Mizuho Financial MFG Stock Holding History

Gradient Investments’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	$5.74M	Buy	598,687 +38,152	+7%	+$343K	0.08%	187
2026 Q1	$4.45M	Buy	+560,535	New	+$4.75M	0.07%	203
2024 Q1	–	Sell	-488	Closed	-$1.68K	–	1592
2023 Q4	$1.68K	Hold	488	–	–	﹤0.01%	1277
2023 Q3	$1.67K	Hold	488	–	–	﹤0.01%	1221
2023 Q2	$1.5K	Buy	+488	New	+$1.45K	﹤0.01%	1235
2021 Q3	–	Sell	-727	Closed	-$2K	–	1208
2021 Q2	$2K	Hold	727	–	–	﹤0.01%	1000
2021 Q1	$2K	Sell	727 -173,466	-100%	-$505K	﹤0.01%	1011
2020 Q4	$444K	Sell	174,193 -17,847	-9%	-$46K	0.02%	208
2020 Q3	$490K	Sell	192,040 -14,969	-7%	-$39.3K	0.02%	206
2020 Q2	$511K	Sell	207,009 -252,599	-55%	-$600K	0.02%	195
2020 Q1	$1.06M	Sell	459,608 -332	-0.1%	-$907	0.06%	174
2019 Q4	$1.42M	Sell	459,940 -27,468	-6%	-$85.6K	0.06%	174
2019 Q3	$1.5M	Sell	487,408 -60,882	-11%	-$181K	0.07%	161
2019 Q2	$1.58M	Buy	548,290 +192,888	+54%	+$572K	0.08%	148
2019 Q1	$1.09M	Sell	355,402 -247,640	-41%	-$775K	0.07%	132
2018 Q4	$1.81M	Sell	603,042 -73,668	-11%	-$244K	0.11%	110
2018 Q3	$2.37M	Buy	676,710 +27,750	+4%	+$96.9K	0.12%	110
2018 Q2	$2.2M	Buy	648,960 +92,848	+17%	+$332K	0.12%	110
2018 Q1	$2.06M	Buy	556,112 +129,278	+30%	+$487K	0.11%	108
2017 Q4	$1.55M	Buy	426,834 +98,611	+30%	+$356K	0.09%	123
2017 Q3	$1.17M	Buy	328,223 +120,092	+58%	+$422K	0.07%	120
2017 Q2	$764K	Buy	208,131 +138,796	+200%	+$502K	0.05%	119
2017 Q1	$256K	Buy	69,335 +68,915	+16,408%	+$256K	0.02%	206
2016 Q4	$2K	Buy	+420	New	+$1.46K	﹤0.01%	628

Other funds holding MFG

AAM

Augustine Asset Management Jacksonville, Florida $494M AUM 76.22% 1-Year Est. Return

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

CGH

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

AWA

Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

HCA

Harbour Capital Advisors Tysons Corner, Virginia $549M AUM 54.99% 1-Year Est. Return

Gradient Investments's MFG Position: Q2 2026 in Review

Gradient Investments increased its Mizuho Financial (MFG) stake by 6.8% in Q2 2026, buying an estimated $343K and bringing the position to 598,687 shares worth $5.74M. The position accounts for 0.08% of the portfolio, ranked #187.

Gradient Investments first reported a position in MFG in Q4 2016 and has held it in 24 quarters since. 66 funds tracked by Wall St. Rank hold MFG as of Q2 2026.

Gradient Investments held 598,687 shares of Mizuho Financial worth $5.74M as of Q2 2026.
Gradient Investments bought 38,152 Mizuho Financial shares in Q2 2026, an estimated $343K.
Mizuho Financial made up 0.08% of Gradient Investments's portfolio in Q2 2026, its #187 holding.
Gradient Investments first reported a position in Mizuho Financial in Q4 2016 and has held it in 24 quarters since.
66 funds tracked by Wall St. Rank held Mizuho Financial as of Q2 2026.

Based on Gradient Investments's 13F filing for Q2 2026, filed 8 Jul 2026.