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Klingman & Associates’s Mizuho Financial MFG Stock Holding History

Klingman & Associates’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 		$146K Buy
15,229
+1,092
+8% +$9.81K 0.01% 348
2026
Q1 		$112K Buy
14,137
+1,341
+10% +$11.4K 0.01% 331
2025
Q4 		$93.7K Buy
+12,796
New +$87.5K ﹤0.01% 325

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

Klingman & Associates's MFG Position: Q2 2026 in Review

Klingman & Associates increased its Mizuho Financial (MFG) stake by 7.7% in Q2 2026, buying an estimated $9.81K and bringing the position to 15,229 shares worth $146K. The position accounts for 0.01% of the portfolio, ranked #348.

Klingman & Associates first reported a position in MFG in Q4 2025 and has held it in 3 quarters since. 464 funds tracked by Wall St. Rank hold MFG as of Q2 2026.

  • Klingman & Associates held 15,229 shares of Mizuho Financial worth $146K as of Q2 2026.
  • Klingman & Associates bought 1,092 Mizuho Financial shares in Q2 2026, an estimated $9.81K.
  • Mizuho Financial made up 0.01% of Klingman & Associates's portfolio in Q2 2026, its #348 holding.
  • Klingman & Associates first reported a position in Mizuho Financial in Q4 2025 and has held it in 3 quarters since.
  • 464 funds tracked by Wall St. Rank held Mizuho Financial as of Q2 2026.

Based on Klingman & Associates's 13F filing for Q2 2026, filed 29 Jul 2026.