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LVW Advisors’s Mizuho Financial MFG Stock Holding History

LVW 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
Q2 		$377K Buy
39,319
+24,085
+158% +$216K 0.03% 297
2026
Q1 		$121K Buy
+15,234
New +$129K 0.01% 430

Other funds holding MFG

AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
AAM
Augustine Asset Management Jacksonville, Florida $494M AUM 76.22% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
EI
Ethic Inc New York $8.02B AUM 45.39% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

LVW Advisors's MFG Position: Q2 2026 in Review

LVW Advisors increased its Mizuho Financial (MFG) stake by 158% in Q2 2026, buying an estimated $216K and bringing the position to 39,319 shares worth $377K. The position accounts for 0.03% of the portfolio, ranked #297.

LVW Advisors first reported a position in MFG in Q1 2026 and has held it in 2 quarters since. 166 funds tracked by Wall St. Rank hold MFG as of Q2 2026.

  • LVW Advisors held 39,319 shares of Mizuho Financial worth $377K as of Q2 2026.
  • LVW Advisors bought 24,085 Mizuho Financial shares in Q2 2026, an estimated $216K.
  • Mizuho Financial made up 0.03% of LVW Advisors's portfolio in Q2 2026, its #297 holding.
  • LVW Advisors first reported a position in Mizuho Financial in Q1 2026 and has held it in 2 quarters since.
  • 166 funds tracked by Wall St. Rank held Mizuho Financial as of Q2 2026.

Based on LVW Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.