LVW Advisors
MFG icon

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
Q3 		$562K Buy
50,888
+11,569
+29% +$123K 0.05% 238
2026
Q2 		$377K Buy
39,319
+24,085
+158% +$216K 0.03% 297
2026
Q1 		$121K Buy
+15,234
New +$129K 0.01% 430

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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
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Crossmark Global Holdings
Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return
Quadrant Capital Group
Quadrant Capital Group Cincinnati, Ohio $3.7B AUM 33.76% 1-Year Est. Return

LVW Advisors's MFG Position: Q3 2026 in Review

LVW Advisors increased its Mizuho Financial (MFG) stake by 29% in Q3 2026, buying an estimated $123K and bringing the position to 50,888 shares worth $562K. The position accounts for 0.05% of the portfolio, ranked #238.

LVW Advisors first reported a position in MFG in Q1 2026 and has held it in 3 quarters since. 256 funds tracked by Wall St. Rank hold MFG as of Q3 2026.

  • LVW Advisors held 50,888 shares of Mizuho Financial worth $562K as of Q3 2026.
  • LVW Advisors bought 11,569 Mizuho Financial shares in Q3 2026, an estimated $123K.
  • Mizuho Financial made up 0.05% of LVW Advisors's portfolio in Q3 2026, its #238 holding.
  • LVW Advisors first reported a position in Mizuho Financial in Q1 2026 and has held it in 3 quarters since.
  • 256 funds tracked by Wall St. Rank held Mizuho Financial as of Q3 2026.

Based on LVW Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.