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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
Q2 		$318K Buy
33,153
+5,485
+20% +$49.3K 0.01% 822
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 $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
CBU
CIBC Bancorp USA Chicago, Illinois $82.3B AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Independent Advisor Alliance's MFG Position: Q2 2026 in Review

Independent Advisor Alliance increased its Mizuho Financial (MFG) stake by 20% in Q2 2026, buying an estimated $49.3K and bringing the position to 33,153 shares worth $318K. The position accounts for 0.01% of the portfolio, ranked #822.

Independent Advisor Alliance first reported a position in MFG in Q3 2025 and has held it in 4 quarters since. 465 funds tracked by Wall St. Rank hold MFG as of Q2 2026.

  • Independent Advisor Alliance held 33,153 shares of Mizuho Financial worth $318K as of Q2 2026.
  • Independent Advisor Alliance bought 5,485 Mizuho Financial shares in Q2 2026, an estimated $49.3K.
  • Mizuho Financial made up 0.01% of Independent Advisor Alliance's portfolio in Q2 2026, its #822 holding.
  • Independent Advisor Alliance first reported a position in Mizuho Financial in Q3 2025 and has held it in 4 quarters since.
  • 465 funds tracked by Wall St. Rank held Mizuho Financial as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.