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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
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 $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
CBU
CIBC Bancorp USA Chicago, Illinois $74.4B AUM
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Klingman & Associates's MFG Position: Q1 2026 in Review

Klingman & Associates increased its Mizuho Financial (MFG) stake by 10% in Q1 2026, buying an estimated $11.4K and bringing the position to 14,137 shares worth $112K. The position accounts for 0.01% of the portfolio, ranked #331.

Klingman & Associates first reported a position in MFG in Q4 2025 and has held it in 2 quarters since. 420 funds tracked by Wall St. Rank hold MFG as of Q1 2026.

  • Klingman & Associates held 14,137 shares of Mizuho Financial worth $112K as of Q1 2026.
  • Klingman & Associates bought 1,341 Mizuho Financial shares in Q1 2026, an estimated $11.4K.
  • Mizuho Financial made up 0.01% of Klingman & Associates's portfolio in Q1 2026, its #331 holding.
  • Klingman & Associates first reported a position in Mizuho Financial in Q4 2025 and has held it in 2 quarters since.
  • 420 funds tracked by Wall St. Rank held Mizuho Financial as of Q1 2026.

Based on Klingman & Associates's 13F filing for Q1 2026, filed 14 May 2026.