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Orion Portfolio Solutions’s Mizuho Financial MFG Stock Holding History

Orion Portfolio Solutions’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
Q1 		$3.05M Sell
554,414
-70,168
-11% -$386K 0.03% 524
2024
Q4 		$3.05M Buy
624,582
+202,958
+48% +$937K 0.03% 503
2024
Q3 		$1.76M Buy
421,624
+348,046
+473% +$1.45M 0.02% 756
2024
Q2 		$311K Buy
73,578
+1,518
+2% +$6.02K ﹤0.01% 1454
2024
Q1 		$287K Buy
72,060
+14,916
+26% +$55.7K ﹤0.01% 1474
2023
Q4 		$206K Buy
57,144
+31,954
+127% +$109K ﹤0.01% 1571
2023
Q3 		$86.4K Buy
25,190
+3,421
+16% +$11.4K ﹤0.01% 1586
2023
Q2 		$66.8K Sell
21,769
-1,498
-6% -$4.45K ﹤0.01% 1609
2023
Q1 		$65.6K Buy
+23,267
New +$71.2K ﹤0.01% 1537
2020
Q1 		– Sell
-50
Closed – – 2131
2019
Q4 		$0 Buy
+50
New +$156 ﹤0.01% 1887

Other funds holding MFG

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Orion Portfolio Solutions's MFG Position: Q1 2025 in Review

Orion Portfolio Solutions reduced its Mizuho Financial (MFG) stake by 11% in Q1 2025, selling an estimated $386K and leaving 554,414 shares worth $3.05M. The position accounts for 0.03% of the portfolio, ranked #524.

Orion Portfolio Solutions first reported a position in MFG in Q4 2019 and has held it in 10 quarters since. 293 funds tracked by Wall St. Rank hold MFG as of Q1 2025.

  • Orion Portfolio Solutions held 554,414 shares of Mizuho Financial worth $3.05M as of Q1 2025.
  • Orion Portfolio Solutions sold 70,168 Mizuho Financial shares in Q1 2025, an estimated $386K.
  • Mizuho Financial made up 0.03% of Orion Portfolio Solutions's portfolio in Q1 2025, its #524 holding.
  • Orion Portfolio Solutions first reported a position in Mizuho Financial in Q4 2019 and has held it in 10 quarters since.
  • 293 funds tracked by Wall St. Rank held Mizuho Financial as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.