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Naviter Wealth’s Mizuho Financial MFG Stock Holding History

Naviter Wealth’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
Q2 		$3.24M Buy
338,599
+69,331
+26% +$623K 0.29% 79
2026
Q1 		$2.14M Buy
269,268
+7,797
+3% +$66K 0.27% 91
2025
Q4 		$1.91M Sell
261,471
-48,039
-16% -$328K 0.25% 95
2025
Q3 		$2.07M Buy
309,510
+9,372
+3% +$58.5K 0.24% 109
2025
Q2 		$1.67M Buy
300,138
+12,492
+4% +$64.8K 0.21% 127
2025
Q1 		$1.63M Buy
287,646
+1,955
+0.7% +$10.8K 0.2% 137
2024
Q4 		$1.4M Sell
285,691
-2,921
-1% -$13.5K 0.17% 142
2024
Q3 		$1.21M Sell
288,612
-9,497
-3% -$39.7K 0.17% 151
2024
Q2 		$1.26M Buy
298,109
+25,129
+9% +$99.6K 0.19% 141
2024
Q1 		$1.09M Buy
272,980
+25,643
+10% +$95.7K 0.18% 149
2023
Q4 		$851K Buy
247,337
+48,866
+25% +$166K 0.17% 150
2023
Q3 		$681K Buy
198,471
+8,865
+5% +$29.5K 0.16% 149
2023
Q2 		$582K Buy
189,606
+22,757
+14% +$67.5K 0.15% 167
2023
Q1 		$471K Buy
+166,849
New +$510K 0.16% 153

Other funds holding MFG

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
CBU
CIBC Bancorp USA Chicago, Illinois $82.3B AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Naviter Wealth's MFG Position: Q2 2026 in Review

Naviter Wealth increased its Mizuho Financial (MFG) stake by 26% in Q2 2026, buying an estimated $623K and bringing the position to 338,599 shares worth $3.24M. The position accounts for 0.29% of the portfolio, ranked #79.

Naviter Wealth first reported a position in MFG in Q1 2023 and has held it in 14 quarters since. 464 funds tracked by Wall St. Rank hold MFG as of Q2 2026.

  • Naviter Wealth held 338,599 shares of Mizuho Financial worth $3.24M as of Q2 2026.
  • Naviter Wealth bought 69,331 Mizuho Financial shares in Q2 2026, an estimated $623K.
  • Mizuho Financial made up 0.29% of Naviter Wealth's portfolio in Q2 2026, its #79 holding.
  • Naviter Wealth first reported a position in Mizuho Financial in Q1 2023 and has held it in 14 quarters since.
  • 464 funds tracked by Wall St. Rank held Mizuho Financial as of Q2 2026.

Based on Naviter Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.