JFS Wealth Advisors’s Mizuho Financial MFG Stock Holding History

JFS 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 Q2	$38.7K	Hold	4,044	–	–	﹤0.01%	598
2026 Q1	$32.1K	Hold	4,044	–	–	﹤0.01%	615
2025 Q4	$29.6K	Hold	4,044	–	–	﹤0.01%	648
2025 Q3	$27.1K	Hold	4,044	–	–	﹤0.01%	634
2025 Q2	$22.5K	Sell	4,044 -291	-7%	-$1.51K	﹤0.01%	634
2025 Q1	$23.9K	Hold	4,335	–	–	﹤0.01%	624
2024 Q4	$21.2K	Buy	4,335 +423	+11%	+$1.95K	﹤0.01%	625
2024 Q3	$16.4K	Buy	3,912 +188	+5%	+$785	﹤0.01%	686
2024 Q2	$15.8K	Sell	3,724 -1	-0%	-$4	﹤0.01%	658
2024 Q1	$14.8K	Sell	3,725 -1	-0%	-$4	﹤0.01%	696
2023 Q4	$12.8K	Buy	3,726 +2	+0.1%	+$7	﹤0.01%	704
2023 Q3	$12.8K	Hold	3,724	–	–	﹤0.01%	646
2023 Q2	$11.4K	Hold	3,724	–	–	﹤0.01%	693
2023 Q1	$10.5K	Hold	3,724	–	–	﹤0.01%	702
2022 Q4	$10.6K	Buy	3,724 +2,995	+411%	+$7.06K	﹤0.01%	686
2022 Q3	$2K	Sell	729 -1,092	-60%	-$2.54K	﹤0.01%	1348
2022 Q2	$4K	Sell	1,821 -1,216	-40%	-$2.87K	﹤0.01%	1092
2022 Q1	$8K	Buy	3,037 +2,308	+317%	+$6.32K	﹤0.01%	873
2021 Q4	$2K	Buy	+729	New	+$1.92K	﹤0.01%	1107

Other funds holding MFG

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

CBU

CIBC Bancorp USA Chicago, Illinois $82.3B AUM

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

JFS Wealth Advisors's MFG Position: Q2 2026 in Review

JFS Wealth Advisors held its Mizuho Financial (MFG) position steady in Q2 2026 at 4,044 shares worth $38.7K. The position accounts for ﹤0.01% of the portfolio, ranked #598.

JFS Wealth Advisors first reported a position in MFG in Q4 2021 and has held it in 19 quarters since. 460 funds tracked by Wall St. Rank hold MFG as of Q2 2026.

JFS Wealth Advisors held 4,044 shares of Mizuho Financial worth $38.7K as of Q2 2026.
JFS Wealth Advisors left its Mizuho Financial share count unchanged in Q2 2026.
Mizuho Financial made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #598 holding.
JFS Wealth Advisors first reported a position in Mizuho Financial in Q4 2021 and has held it in 19 quarters since.
460 funds tracked by Wall St. Rank held Mizuho Financial as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.