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Intentional Wealth Strategies’s Mizuho Financial MFG Stock Holding History

Intentional Wealth Strategies’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 		– Sell
-496
Closed -$3.94K – 567
2026
Q1 		$3.94K Buy
+496
New +$4.2K ﹤0.01% 525

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

Intentional Wealth Strategies's MFG Position: Q2 2026 in Review

Intentional Wealth Strategies sold out of Mizuho Financial (MFG) in Q2 2026, closing a stake of 496 shares — an estimated $3.94K sold.

Intentional Wealth Strategies first reported a position in MFG in Q1 2026 and held it in 1 quarter. The position peaked at $3.94K in Q1 2026. 460 funds tracked by Wall St. Rank hold MFG as of Q2 2026.

  • Intentional Wealth Strategies reported no remaining Mizuho Financial position as of Q2 2026 after selling out during the quarter.
  • Intentional Wealth Strategies sold 496 Mizuho Financial shares in Q2 2026, an estimated $3.94K.
  • Intentional Wealth Strategies first reported a position in Mizuho Financial in Q1 2026 and held it in 1 quarter.
  • Intentional Wealth Strategies's Mizuho Financial position peaked at $3.94K in Q1 2026.
  • 460 funds tracked by Wall St. Rank held Mizuho Financial as of Q2 2026.

Based on Intentional Wealth Strategies's 13F filing for Q2 2026, filed 28 Jul 2026.