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Integrated Wealth Concepts’s Mizuho Financial MFG Stock Holding History

Integrated Wealth Concepts’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 		$205K Buy
21,391
+7,405
+53% +$66.5K ﹤0.01% 2317
2026
Q1 		$111K Buy
13,986
+868
+7% +$7.35K ﹤0.01% 2165
2025
Q4 		$96K Sell
13,118
-3,353
-20% -$22.9K ﹤0.01% 1567
2025
Q3 		$110K Buy
16,471
+1,179
+8% +$7.35K ﹤0.01% 1911
2025
Q2 		$85K Sell
15,292
-48,045
-76% -$249K ﹤0.01% 1843
2025
Q1 		$349K Buy
63,337
+1,112
+2% +$6.12K ﹤0.01% 1316
2024
Q4 		$304K Sell
62,225
-330
-0.5% -$1.52K ﹤0.01% 1352
2024
Q3 		$261K Sell
62,555
-3,920
-6% -$16.4K ﹤0.01% 1426
2024
Q2 		$281K Sell
66,475
-6,505
-9% -$25.8K ﹤0.01% 1351
2024
Q1 		$290K Sell
72,980
-551,327
-88% -$2.06M ﹤0.01% 1336
2023
Q4 		$2.15M Sell
624,307
-32,863
-5% -$112K 0.04% 454
2023
Q3 		$2.25M Buy
657,170
+5,191
+0.8% +$17.3K 0.04% 419
2023
Q2 		$2M Sell
651,979
-12,957
-2% -$38.5K 0.03% 466
2023
Q1 		$1.88M Buy
+664,936
New +$2.03M 0.04% 437

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

Integrated Wealth Concepts's MFG Position: Q2 2026 in Review

Integrated Wealth Concepts increased its Mizuho Financial (MFG) stake by 53% in Q2 2026, buying an estimated $66.5K and bringing the position to 21,391 shares worth $205K. The position accounts for ﹤0.01% of the portfolio, ranked #2317.

Integrated Wealth Concepts first reported a position in MFG in Q1 2023 and has held it in 14 quarters since. The position peaked at $2.25M in Q3 2023. 464 funds tracked by Wall St. Rank hold MFG as of Q2 2026.

  • Integrated Wealth Concepts held 21,391 shares of Mizuho Financial worth $205K as of Q2 2026.
  • Integrated Wealth Concepts bought 7,405 Mizuho Financial shares in Q2 2026, an estimated $66.5K.
  • Mizuho Financial made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #2317 holding.
  • Integrated Wealth Concepts first reported a position in Mizuho Financial in Q1 2023 and has held it in 14 quarters since.
  • Integrated Wealth Concepts's Mizuho Financial position peaked at $2.25M in Q3 2023.
  • 464 funds tracked by Wall St. Rank held Mizuho Financial as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.