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Independent Advisor Alliance’s Mizuho Financial MFG Stock Holding History

Independent Advisor Alliance’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 		$220K Buy
27,668
+7,528
+37% +$63.8K ﹤0.01% 1455
2025
Q4 		$147K Buy
20,140
+9,792
+95% +$66.9K ﹤0.01% 955
2025
Q3 		$69.3K Buy
+10,348
New +$64.5K ﹤0.01% 921

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

Independent Advisor Alliance's MFG Position: Q1 2026 in Review

Independent Advisor Alliance increased its Mizuho Financial (MFG) stake by 37% in Q1 2026, buying an estimated $63.8K and bringing the position to 27,668 shares worth $220K. The position accounts for ﹤0.01% of the portfolio, ranked #1455.

Independent Advisor Alliance first reported a position in MFG in Q3 2025 and has held it in 3 quarters since. 420 funds tracked by Wall St. Rank hold MFG as of Q1 2026.

  • Independent Advisor Alliance held 27,668 shares of Mizuho Financial worth $220K as of Q1 2026.
  • Independent Advisor Alliance bought 7,528 Mizuho Financial shares in Q1 2026, an estimated $63.8K.
  • Mizuho Financial made up ﹤0.01% of Independent Advisor Alliance's portfolio in Q1 2026, its #1455 holding.
  • Independent Advisor Alliance first reported a position in Mizuho Financial in Q3 2025 and has held it in 3 quarters since.
  • 420 funds tracked by Wall St. Rank held Mizuho Financial as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.