Montag & Associates’s Mizuho Financial MFG Stock Holding History

Montag & Associates’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 Q4	–	Sell	-76	Closed	-$510	–	1080
2025 Q3	$510	Buy	+76	New	+$474	﹤0.01%	1081

Other funds holding MFG

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Montag & Associates's MFG Position: Q4 2025 in Review

Montag & Associates sold out of Mizuho Financial (MFG) in Q4 2025, closing a stake of 76 shares — an estimated $510 sold.

Montag & Associates first reported a position in MFG in Q3 2025 and held it in 1 quarter. The position peaked at $510 in Q3 2025. 390 funds tracked by Wall St. Rank hold MFG as of Q4 2025.

Montag & Associates reported no remaining Mizuho Financial position as of Q4 2025 after selling out during the quarter.
Montag & Associates sold 76 Mizuho Financial shares in Q4 2025, an estimated $510.
Montag & Associates first reported a position in Mizuho Financial in Q3 2025 and held it in 1 quarter.
Montag & Associates's Mizuho Financial position peaked at $510 in Q3 2025.
390 funds tracked by Wall St. Rank held Mizuho Financial as of Q4 2025.

Based on Montag & Associates's 13F filing for Q4 2025, filed 2 Feb 2026.