Icon Wealth Advisors’s Mizuho Financial MFG Stock Holding History

Icon Wealth 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
2026 Q2	$147K	Sell	15,394 -8	-0.1%	-$72	0.01%	418
2026 Q1	$130K	Sell	15,402 -3,870	-20%	-$32.8K	0.01%	388
2025 Q4	$141K	Hold	19,272	–	–	0.01%	387
2025 Q3	$129K	Sell	19,272 -151	-0.8%	-$942	0.01%	453
2025 Q2	$108K	Hold	19,423	–	–	0.01%	491
2025 Q1	$107K	Buy	+19,423	New	+$107K	0.01%	468

Other funds holding MFG

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

CBU

CIBC Bancorp USA Chicago, Illinois $82.3B AUM

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Icon Wealth Advisors's MFG Position: Q2 2026 in Review

Icon Wealth Advisors reduced its Mizuho Financial (MFG) stake by 0.05% in Q2 2026, selling an estimated $72 and leaving 15,394 shares worth $147K. The position accounts for 0.01% of the portfolio, ranked #418.

Icon Wealth Advisors first reported a position in MFG in Q1 2025 and has held it in 6 quarters since. 464 funds tracked by Wall St. Rank hold MFG as of Q2 2026.

Icon Wealth Advisors held 15,394 shares of Mizuho Financial worth $147K as of Q2 2026.
Icon Wealth Advisors sold 8 Mizuho Financial shares in Q2 2026, an estimated $72.
Mizuho Financial made up 0.01% of Icon Wealth Advisors's portfolio in Q2 2026, its #418 holding.
Icon Wealth Advisors first reported a position in Mizuho Financial in Q1 2025 and has held it in 6 quarters since.
464 funds tracked by Wall St. Rank held Mizuho Financial as of Q2 2026.

Based on Icon Wealth Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.