Kovitz Investment Group Partners
MFG icon

Kovitz Investment Group Partners’s Mizuho Financial MFG Stock Holding History

Kovitz Investment Group Partners’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
2025
Q4 		– Sell
-19,338
Closed -$130K – 972
2025
Q3 		$130K Buy
19,338
+1,166
+6% +$7.27K ﹤0.01% 1359
2025
Q2 		$101K Buy
18,172
+769
+4% +$3.99K ﹤0.01% 1324
2025
Q1 		$95.9K Buy
17,403
+1,499
+9% +$8.24K ﹤0.01% 1212
2024
Q4 		$77.8K Buy
15,904
+647
+4% +$2.99K ﹤0.01% 1206
2024
Q3 		$1.72K Buy
+15,257
New +$63.7K ﹤0.01% 1039

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
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
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Kovitz Investment Group Partners's MFG Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of Mizuho Financial (MFG) in Q4 2025, closing a stake of 19,338 shares — an estimated $130K sold.

Kovitz Investment Group Partners first reported a position in MFG in Q3 2024 and held it in 5 quarters. The position peaked at $130K in Q3 2025. 391 funds tracked by Wall St. Rank hold MFG as of Q4 2025.

  • Kovitz Investment Group Partners reported no remaining Mizuho Financial position as of Q4 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 19,338 Mizuho Financial shares in Q4 2025, an estimated $130K.
  • Kovitz Investment Group Partners first reported a position in Mizuho Financial in Q3 2024 and held it in 5 quarters.
  • Kovitz Investment Group Partners's Mizuho Financial position peaked at $130K in Q3 2025.
  • 391 funds tracked by Wall St. Rank held Mizuho Financial as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.