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Legacy Financial Advisors’s Mizuho Financial MFG Stock Holding History

Legacy Financial 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
2025
Q4 		– Sell
-17,989
Closed -$121K – 426
2025
Q3 		$121K Buy
+17,989
New +$112K 0.02% 412
2025
Q2 		– Sell
-16,421
Closed -$90.5K – 383
2025
Q1 		$90.5K Buy
16,421
+2,730
+20% +$15K 0.02% 356
2024
Q4 		$66.9K Buy
13,691
+1,710
+14% +$7.89K 0.01% 342
2024
Q3 		$50.1K Buy
11,981
+835
+7% +$3.49K 0.01% 356
2024
Q2 		$47.1K Sell
11,146
-149
-1% -$591 0.01% 332
2024
Q1 		$45K Buy
11,295
+1,194
+12% +$4.46K 0.01% 322
2023
Q4 		$34.7K Buy
+10,101
New +$34.3K 0.01% 299
2018
Q2 		– Sell
-416
Closed -$1K – 948
2018
Q1 		$1K Hold
416
– – ﹤0.01% 786
2017
Q4 		$1K Buy
+416
New +$1.5K ﹤0.01% 778

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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 $194B AUM 35% 1-Year Est. Return

Legacy Financial Advisors's MFG Position: Q4 2025 in Review

Legacy Financial Advisors sold out of Mizuho Financial (MFG) in Q4 2025, closing a stake of 17,989 shares — an estimated $121K sold.

Legacy Financial Advisors first reported a position in MFG in Q4 2017 and held it in 9 quarters. The position peaked at $121K in Q3 2025. 391 funds tracked by Wall St. Rank hold MFG as of Q4 2025.

  • Legacy Financial Advisors reported no remaining Mizuho Financial position as of Q4 2025 after selling out during the quarter.
  • Legacy Financial Advisors sold 17,989 Mizuho Financial shares in Q4 2025, an estimated $121K.
  • Legacy Financial Advisors first reported a position in Mizuho Financial in Q4 2017 and held it in 9 quarters.
  • Legacy Financial Advisors's Mizuho Financial position peaked at $121K in Q3 2025.
  • 391 funds tracked by Wall St. Rank held Mizuho Financial as of Q4 2025.

Based on Legacy Financial Advisors's 13F filing for Q4 2025, filed 4 Feb 2026.