MSFP
MFG icon

Mark Sheptoff Financial Planning’s Mizuho Financial MFG Stock Holding History

Mark Sheptoff Financial Planning’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
Q2 		– Sell
-2,700
Closed -$14.9K – 523
2025
Q1 		$14.9K Buy
+2,700
New +$14.8K 0.01% 277

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
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 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
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
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Mark Sheptoff Financial Planning's MFG Position: Q2 2025 in Review

Mark Sheptoff Financial Planning sold out of Mizuho Financial (MFG) in Q2 2025, closing a stake of 2,700 shares — an estimated $14.9K sold.

Mark Sheptoff Financial Planning first reported a position in MFG in Q1 2025 and held it in 1 quarter. The position peaked at $14.9K in Q1 2025. 322 funds tracked by Wall St. Rank hold MFG as of Q2 2025.

  • Mark Sheptoff Financial Planning reported no remaining Mizuho Financial position as of Q2 2025 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 2,700 Mizuho Financial shares in Q2 2025, an estimated $14.9K.
  • Mark Sheptoff Financial Planning first reported a position in Mizuho Financial in Q1 2025 and held it in 1 quarter.
  • Mark Sheptoff Financial Planning's Mizuho Financial position peaked at $14.9K in Q1 2025.
  • 322 funds tracked by Wall St. Rank held Mizuho Financial as of Q2 2025.

Based on Mark Sheptoff Financial Planning's 13F filing for Q2 2025, filed 6 Aug 2025.