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Lake Street Advisors Group’s Mizuho Financial MFG Stock Holding History

Lake Street Advisors Group’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
2024
Q4 		$255K Buy
52,243
+2,210
+4% +$10.2K 0.01% 501
2024
Q3 		$209K Sell
50,033
-2,336
-4% -$9.76K 0.01% 551
2024
Q2 		$222K Sell
52,369
-4,846
-8% -$19.2K 0.01% 521
2024
Q1 		$228K Sell
57,215
-6,025
-10% -$22.5K 0.01% 529
2023
Q4 		$218K Buy
63,240
+13,785
+28% +$46.8K 0.01% 525
2023
Q3 		$170K Sell
49,455
-2,481
-5% -$8.25K 0.01% 245
2023
Q2 		$159K Buy
51,936
+6,839
+15% +$20.3K 0.01% 239
2023
Q1 		$127K Sell
45,097
-1,380
-3% -$4.22K 0.01% 237
2022
Q4 		$132K Sell
46,477
-2,615
-5% -$6.16K 0.01% 226
2022
Q3 		$109K Buy
49,092
+13,042
+36% +$30.3K 0.01% 238
2022
Q2 		$81K Sell
36,050
-34,336
-49% -$81.1K 0.01% 216
2022
Q1 		$181K Sell
70,386
-823
-1% -$2.25K 0.01% 200
2021
Q4 		$182K Sell
71,209
-447
-0.6% -$1.18K 0.01% 194
2021
Q3 		$204K Buy
71,656
+5,910
+9% +$17K 0.02% 152
2021
Q2 		$196K Sell
65,746
-618
-0.9% -$1.84K 0.01% 320
2021
Q1 		$193K Buy
66,364
+2,200
+3% +$6.4K 0.02% 313
2020
Q4 		$164K Sell
64,164
-19,382
-23% -$50K 0.01% 301
2020
Q3 		$213K Buy
83,546
+30,128
+56% +$79.1K 0.02% 256
2020
Q2 		$132K Buy
53,418
+37,489
+235% +$89K 0.01% 266
2020
Q1 		$37K Sell
15,929
-29,827
-65% -$81.5K ﹤0.01% 250
2019
Q4 		$141K Buy
45,756
+2,513
+6% +$7.83K 0.01% 244
2019
Q3 		$133K Buy
43,243
+19,689
+84% +$58.5K 0.01% 219
2019
Q2 		$68K Sell
23,554
-4,351
-16% -$12.9K 0.01% 227
2019
Q1 		$85K Buy
27,905
+2,115
+8% +$6.62K 0.01% 229
2018
Q4 		$77K Sell
25,790
-1,580
-6% -$5.24K 0.01% 197
2018
Q3 		$96K Sell
27,370
-9,764
-26% -$34.1K 0.01% 210
2018
Q2 		$126K Hold
37,134
– – 0.01% 322
2018
Q1 		$137K Buy
37,134
+894
+2% +$3.37K 0.02% 306
2017
Q4 		$132K Buy
+36,240
New +$131K 0.01% 315

Other funds holding MFG

Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Lake Street Advisors Group's MFG Position: Q4 2024 in Review

Lake Street Advisors Group increased its Mizuho Financial (MFG) stake by 4.4% in Q4 2024, buying an estimated $10.2K and bringing the position to 52,243 shares worth $255K. The position accounts for 0.01% of the portfolio, ranked #501.

Lake Street Advisors Group first reported a position in MFG in Q4 2017 and has held it in 29 quarters since. 286 funds tracked by Wall St. Rank hold MFG as of Q4 2024.

  • Lake Street Advisors Group held 52,243 shares of Mizuho Financial worth $255K as of Q4 2024.
  • Lake Street Advisors Group bought 2,210 Mizuho Financial shares in Q4 2024, an estimated $10.2K.
  • Mizuho Financial made up 0.01% of Lake Street Advisors Group's portfolio in Q4 2024, its #501 holding.
  • Lake Street Advisors Group first reported a position in Mizuho Financial in Q4 2017 and has held it in 29 quarters since.
  • 286 funds tracked by Wall St. Rank held Mizuho Financial as of Q4 2024.

Based on Lake Street Advisors Group's 13F filing for Q4 2024, filed 4 Feb 2025.