Mizuho Securities USA’s Bayview Acquisition Corp BAYA Stock Holding History

Mizuho Securities USA’s Portfolio BAYA Stock Details BAYA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.85M	Sell	235,000 -10,564	-4%	-$127K	0.05%	353
2026 Q1	$2.9M	Hold	245,564	–	–	0.07%	312
2025 Q4	$2.73M	Sell	245,564 -67,200	-21%	-$770K	0.05%	346
2025 Q3	$3.44M	Buy	312,764 +764	+0.2%	+$8.51K	0.07%	280
2025 Q2	$3.42M	Sell	312,000 -214,000	-41%	-$2.36M	0.07%	267
2025 Q1	$5.68M	Buy	526,000 +12,500	+2%	+$135K	0.12%	174
2024 Q4	$5.44M	Buy	513,500 +1,000	+0.2%	+$10.6K	0.1%	194
2024 Q3	$5.33M	Buy	512,500 +164,500	+47%	+$1.7M	0.11%	155
2024 Q2	$3.55M	Buy	348,000 +128,377	+58%	+$1.31M	0.08%	234
2024 Q1	$2.2M	Buy	+219,623	New	+$2.21M	0.05%	84

Other funds holding BAYA

WRBC

W.R. Berkley Corp Greenwich, Connecticut $2.18B AUM 13.58% 1-Year Est. Return

PAMP

Polar Asset Management Partners Toronto, Ontario, Canada $6.07B AUM 34.81% 1-Year Est. Return

HCI

Harraden Circle Investments New York $784M AUM 20.59% 1-Year Est. Return

Meteora Capital Boca Raton, Florida $1.21B AUM 13.69% 1-Year Est. Return

RLH Capital Great Neck, New York $209M AUM

Quarry LP New York $1.2B AUM 47.63% 1-Year Est. Return

Clear Street New York $39.5B AUM 124.03% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Mizuho Securities USA's BAYA Position: Q2 2026 in Review

Mizuho Securities USA reduced its Bayview Acquisition Corp (BAYA) stake by 4.3% in Q2 2026, selling an estimated $127K and leaving 235,000 shares worth $2.85M. The position accounts for 0.05% of the portfolio, ranked #353.

Mizuho Securities USA first reported a position in BAYA in Q1 2024 and has held it in 10 quarters since. The position peaked at $5.68M in Q1 2025. 10 funds tracked by Wall St. Rank hold BAYA as of Q2 2026.

Mizuho Securities USA held 235,000 shares of Bayview Acquisition Corp worth $2.85M as of Q2 2026.
Mizuho Securities USA sold 10,564 Bayview Acquisition Corp shares in Q2 2026, an estimated $127K.
Bayview Acquisition Corp made up 0.05% of Mizuho Securities USA's portfolio in Q2 2026, its #353 holding.
Mizuho Securities USA first reported a position in Bayview Acquisition Corp in Q1 2024 and has held it in 10 quarters since.
Mizuho Securities USA's Bayview Acquisition Corp position peaked at $5.68M in Q1 2025.
10 funds tracked by Wall St. Rank held Bayview Acquisition Corp as of Q2 2026.

Based on Mizuho Securities USA's 13F filing for Q2 2026, filed 24 Jul 2026.