Pathstone Family Office’s Mizuho Financial MFG Stock Holding History

Pathstone Family Office’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
2023 Q3	$152K	Buy	44,340 +21,891	+98%	+$72.8K	﹤0.01%	1555
2023 Q2	$68.9K	Buy	22,449 +9,338	+71%	+$27.7K	﹤0.01%	1210
2023 Q1	$37K	Sell	13,111 -86,331	-87%	-$264K	﹤0.01%	1167
2022 Q4	$179K	Buy	99,442 +3,280	+3%	+$7.73K	﹤0.01%	1396
2022 Q3	$213K	Buy	96,162 +80,423	+511%	+$187K	﹤0.01%	1322
2022 Q2	$35.3K	Sell	15,739 -1,853	-11%	-$4.38K	﹤0.01%	1025
2022 Q1	$45K	Sell	17,592 -2,323	-12%	-$6.36K	﹤0.01%	946
2021 Q4	$51K	Buy	19,915 +4,592	+30%	+$12.1K	﹤0.01%	875
2021 Q3	$44K	Hold	15,323	–	–	﹤0.01%	850
2021 Q2	$44K	Buy	15,323 +3,942	+35%	+$11.8K	﹤0.01%	803
2021 Q1	$33K	Buy	+11,381	New	+$33.1K	﹤0.01%	637

Other funds holding MFG

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

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

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

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

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

CGH

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

Pathstone Family Office's MFG Position: Q3 2023 in Review

Pathstone Family Office increased its Mizuho Financial (MFG) stake by 98% in Q3 2023, buying an estimated $72.8K and bringing the position to 44,340 shares worth $152K. The position accounts for ﹤0.01% of the portfolio, ranked #1555.

Pathstone Family Office first reported a position in MFG in Q1 2021 and has held it in 11 quarters since. The position peaked at $213K in Q3 2022. 175 funds tracked by Wall St. Rank hold MFG as of Q3 2023.

Pathstone Family Office held 44,340 shares of Mizuho Financial worth $152K as of Q3 2023.
Pathstone Family Office bought 21,891 Mizuho Financial shares in Q3 2023, an estimated $72.8K.
Mizuho Financial made up ﹤0.01% of Pathstone Family Office's portfolio in Q3 2023, its #1555 holding.
Pathstone Family Office first reported a position in Mizuho Financial in Q1 2021 and has held it in 11 quarters since.
Pathstone Family Office's Mizuho Financial position peaked at $213K in Q3 2022.
175 funds tracked by Wall St. Rank held Mizuho Financial as of Q3 2023.

Based on Pathstone Family Office's 13F filing for Q3 2023, filed 8 Nov 2023.