Gradient Investments
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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
Q3 		$6.44M Sell
583,103
-15,584
-3% -$165K 0.09% 172
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 		$1.16M 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

Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
Augustine Asset Management
Augustine Asset Management Jacksonville, Florida $464M AUM 16.89% 1-Year Est. Return
Crossmark Global Holdings
Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return
Quadrant Capital Group
Quadrant Capital Group Cincinnati, Ohio $3.7B AUM 33.76% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Aaron Wealth Advisors
Aaron Wealth Advisors Chicago, Illinois $2.04B AUM 32.69% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
BayBridge Capital Group
BayBridge Capital Group Pleasanton, California $190M AUM 13.08% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Gradient Investments's MFG Position: Q3 2026 in Review

Gradient Investments reduced its Mizuho Financial (MFG) stake by 2.6% in Q3 2026, selling an estimated $165K and leaving 583,103 shares worth $6.44M. The position accounts for 0.09% of the portfolio, ranked #172.

Gradient Investments first reported a position in MFG in Q4 2016 and has held it in 25 quarters since. 97 funds tracked by Wall St. Rank hold MFG as of Q3 2026.

  • Gradient Investments held 583,103 shares of Mizuho Financial worth $6.44M as of Q3 2026.
  • Gradient Investments sold 15,584 Mizuho Financial shares in Q3 2026, an estimated $165K.
  • Mizuho Financial made up 0.09% of Gradient Investments's portfolio in Q3 2026, its #172 holding.
  • Gradient Investments first reported a position in Mizuho Financial in Q4 2016 and has held it in 25 quarters since.
  • 97 funds tracked by Wall St. Rank held Mizuho Financial as of Q3 2026.

Based on Gradient Investments's 13F filing for Q3 2026, filed 8 Oct 2026.