IWA
MFG icon

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
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
CBU
CIBC Bancorp USA Chicago, Illinois $74.4B AUM
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Icon Wealth Advisors's MFG Position: Q1 2026 in Review

Icon Wealth Advisors reduced its Mizuho Financial (MFG) stake by 20% in Q1 2026, selling an estimated $32.8K and leaving 15,402 shares worth $130K. The position accounts for 0.01% of the portfolio, ranked #388.

Icon Wealth Advisors first reported a position in MFG in Q1 2025 and has held it in 5 quarters since. The position peaked at $141K in Q4 2025. 420 funds tracked by Wall St. Rank hold MFG as of Q1 2026.

  • Icon Wealth Advisors held 15,402 shares of Mizuho Financial worth $130K as of Q1 2026.
  • Icon Wealth Advisors sold 3,870 Mizuho Financial shares in Q1 2026, an estimated $32.8K.
  • Mizuho Financial made up 0.01% of Icon Wealth Advisors's portfolio in Q1 2026, its #388 holding.
  • Icon Wealth Advisors first reported a position in Mizuho Financial in Q1 2025 and has held it in 5 quarters since.
  • Icon Wealth Advisors's Mizuho Financial position peaked at $141K in Q4 2025.
  • 420 funds tracked by Wall St. Rank held Mizuho Financial as of Q1 2026.

Based on Icon Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.