MGIA
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Moneta Group Investment Advisors’s Mizuho Financial MFG Stock Holding History

Moneta Group Investment 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
Q1 		– Sell
-10,545
Closed -$77.2K – 841
2025
Q4 		$77.2K Buy
+10,545
New +$72.1K ﹤0.01% 796

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
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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
CBU
CIBC Bancorp USA Chicago, Illinois $74.4B AUM
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Moneta Group Investment Advisors's MFG Position: Q1 2026 in Review

Moneta Group Investment Advisors sold out of Mizuho Financial (MFG) in Q1 2026, closing a stake of 10,545 shares — an estimated $77.2K sold.

Moneta Group Investment Advisors first reported a position in MFG in Q4 2025 and held it in 1 quarter. The position peaked at $77.2K in Q4 2025. 421 funds tracked by Wall St. Rank hold MFG as of Q1 2026.

  • Moneta Group Investment Advisors reported no remaining Mizuho Financial position as of Q1 2026 after selling out during the quarter.
  • Moneta Group Investment Advisors sold 10,545 Mizuho Financial shares in Q1 2026, an estimated $77.2K.
  • Moneta Group Investment Advisors first reported a position in Mizuho Financial in Q4 2025 and held it in 1 quarter.
  • Moneta Group Investment Advisors's Mizuho Financial position peaked at $77.2K in Q4 2025.
  • 421 funds tracked by Wall St. Rank held Mizuho Financial as of Q1 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.