Halbert Hargrove Global Advisors’s Mizuho Financial MFG Stock Holding History

Halbert Hargrove Global Advisors’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
2025 Q2	–	Sell	-118	Closed	-$651	–	512
2025 Q1	$651	Buy	+118	New	+$649	﹤0.01%	478
2023 Q2	–	Sell	-14,438	Closed	-$40.7K	–	140
2023 Q1	$40.7K	Sell	14,438 -111	-0.8%	-$339	﹤0.01%	167
2022 Q4	$41.3K	Buy	14,549 +3,781	+35%	+$8.91K	﹤0.01%	163
2022 Q3	$24K	Buy	+10,768	New	+$25K	﹤0.01%	152

Other funds holding MFG

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Halbert Hargrove Global Advisors's MFG Position: Q2 2025 in Review

Halbert Hargrove Global Advisors sold out of Mizuho Financial (MFG) in Q2 2025, closing a stake of 118 shares — an estimated $651 sold.

Halbert Hargrove Global Advisors first reported a position in MFG in Q3 2022 and held it in 4 quarters. The position peaked at $41.3K in Q4 2022. 322 funds tracked by Wall St. Rank hold MFG as of Q2 2025.

Halbert Hargrove Global Advisors reported no remaining Mizuho Financial position as of Q2 2025 after selling out during the quarter.
Halbert Hargrove Global Advisors sold 118 Mizuho Financial shares in Q2 2025, an estimated $651.
Halbert Hargrove Global Advisors first reported a position in Mizuho Financial in Q3 2022 and held it in 4 quarters.
Halbert Hargrove Global Advisors's Mizuho Financial position peaked at $41.3K in Q4 2022.
322 funds tracked by Wall St. Rank held Mizuho Financial as of Q2 2025.

Based on Halbert Hargrove Global Advisors's 13F filing for Q2 2025, filed 17 Jul 2025.