Lido Advisors
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Lido Advisors’s Mizuho Financial MFG Stock Holding History

Lido 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
2026
Q3 		$2.25M Sell
204,006
-10,652
-5% -$113K 0.01% 753
2026
Q2 		$2.06M Sell
214,658
-11,894
-5% -$107K 0.01% 788
2026
Q1 		$1.8M Buy
226,552
+184,271
+436% +$1.56M 0.01% 741
2025
Q4 		$287K Buy
42,281
+169
+0.4% +$1.16K ﹤0.01% 1589
2025
Q3 		$282K Buy
42,112
+11,490
+38% +$71.7K ﹤0.01% 1517
2025
Q2 		$170K Buy
30,622
+3,284
+12% +$17K ﹤0.01% 1541
2025
Q1 		$151K Buy
27,338
+540
+2% +$2.97K ﹤0.01% 1416
2024
Q4 		$131K Buy
26,798
+2,249
+9% +$10.4K ﹤0.01% 1424
2024
Q3 		$103K Buy
24,549
+5,348
+28% +$22.3K ﹤0.01% 1394
2024
Q2 		$81.2K Buy
19,201
+3,074
+19% +$12.2K ﹤0.01% 1359
2024
Q1 		$64.2K Buy
16,127
+941
+6% +$3.51K ﹤0.01% 1341
2023
Q4 		$52.2K Buy
15,186
+2,100
+16% +$7.14K ﹤0.01% 1314
2023
Q3 		$44.9K Buy
+13,086
New +$43.5K ﹤0.01% 1172

Other funds holding MFG

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
Wilkinson Global Asset Management
Wilkinson Global Asset Management New York $1.25B AUM 24.14% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $59.1B AUM 41.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Augustine Asset Management
Augustine Asset Management Jacksonville, Florida $464M AUM 16.89% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Lido Advisors's MFG Position: Q3 2026 in Review

Lido Advisors reduced its Mizuho Financial (MFG) stake by 5% in Q3 2026, selling an estimated $113K and leaving 204,006 shares worth $2.25M. The position accounts for 0.01% of the portfolio, ranked #753.

Lido Advisors first reported a position in MFG in Q3 2023 and has held it in 13 quarters since. 306 funds tracked by Wall St. Rank hold MFG as of Q3 2026.

  • Lido Advisors held 204,006 shares of Mizuho Financial worth $2.25M as of Q3 2026.
  • Lido Advisors sold 10,652 Mizuho Financial shares in Q3 2026, an estimated $113K.
  • Mizuho Financial made up 0.01% of Lido Advisors's portfolio in Q3 2026, its #753 holding.
  • Lido Advisors first reported a position in Mizuho Financial in Q3 2023 and has held it in 13 quarters since.
  • 306 funds tracked by Wall St. Rank held Mizuho Financial as of Q3 2026.

Based on Lido Advisors's 13F filing for Q3 2026, filed 4 Nov 2026.