Legacy Wealth Asset Management’s Mizuho Financial MFG Stock Holding History

Legacy Wealth Asset Management’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	–	Sell	-200,203	Closed	-$1.59M	–	397
2026 Q1	$1.59M	Sell	200,203 -1,021	-0.5%	-$8.65K	0.39%	58
2025 Q4	$1.47M	Sell	201,224 -37,448	-16%	-$256K	0.36%	67
2025 Q3	$1.6M	Buy	238,672 +1,084	+0.5%	+$6.76K	0.39%	59
2025 Q2	$1.32M	Buy	237,588 +99,604	+72%	+$517K	0.34%	74
2025 Q1	$760K	Buy	+137,984	New	+$759K	0.21%	135

Other funds holding MFG

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

CBU

CIBC Bancorp USA Chicago, Illinois $82.3B AUM

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Legacy Wealth Asset Management's MFG Position: Q2 2026 in Review

Legacy Wealth Asset Management sold out of Mizuho Financial (MFG) in Q2 2026, closing a stake of 200,203 shares — an estimated $1.59M sold.

Legacy Wealth Asset Management first reported a position in MFG in Q1 2025 and held it in 5 quarters. The position peaked at $1.6M in Q3 2025. 460 funds tracked by Wall St. Rank hold MFG as of Q2 2026.

Legacy Wealth Asset Management reported no remaining Mizuho Financial position as of Q2 2026 after selling out during the quarter.
Legacy Wealth Asset Management sold 200,203 Mizuho Financial shares in Q2 2026, an estimated $1.59M.
Legacy Wealth Asset Management first reported a position in Mizuho Financial in Q1 2025 and held it in 5 quarters.
Legacy Wealth Asset Management's Mizuho Financial position peaked at $1.6M in Q3 2025.
460 funds tracked by Wall St. Rank held Mizuho Financial as of Q2 2026.

Based on Legacy Wealth Asset Management's 13F filing for Q2 2026, filed 9 Jul 2026.