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NewEdge Wealth’s Mizuho Financial MFG Stock Holding History

NewEdge 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
Q1 		$99.4K Sell
12,520
-17,626
-58% -$149K ﹤0.01% 1105
2025
Q4 		$221K Buy
+30,146
New +$206K ﹤0.01% 1123

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

NewEdge Wealth's MFG Position: Q1 2026 in Review

NewEdge Wealth reduced its Mizuho Financial (MFG) stake by 58% in Q1 2026, selling an estimated $149K and leaving 12,520 shares worth $99.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1105.

NewEdge Wealth first reported a position in MFG in Q4 2025 and has held it in 2 quarters since. The position peaked at $221K in Q4 2025. 420 funds tracked by Wall St. Rank hold MFG as of Q1 2026.

  • NewEdge Wealth held 12,520 shares of Mizuho Financial worth $99.4K as of Q1 2026.
  • NewEdge Wealth sold 17,626 Mizuho Financial shares in Q1 2026, an estimated $149K.
  • Mizuho Financial made up ﹤0.01% of NewEdge Wealth's portfolio in Q1 2026, its #1105 holding.
  • NewEdge Wealth first reported a position in Mizuho Financial in Q4 2025 and has held it in 2 quarters since.
  • NewEdge Wealth's Mizuho Financial position peaked at $221K in Q4 2025.
  • 420 funds tracked by Wall St. Rank held Mizuho Financial as of Q1 2026.

Based on NewEdge Wealth's 13F filing for Q1 2026, filed 13 May 2026.