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PDS Planning’s Mizuho Financial MFG Stock Holding History

PDS Planning’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 		$616K Sell
77,590
-1,055
-1% -$8.93K 0.04% 221
2025
Q4 		$576K Buy
78,645
+4,322
+6% +$29.5K 0.04% 230
2025
Q3 		$498K Buy
74,323
+525
+0.7% +$3.27K 0.03% 253
2025
Q2 		$410K Buy
73,798
+3,417
+5% +$17.7K 0.03% 279
2025
Q1 		$388K Buy
70,381
+5,634
+9% +$31K 0.03% 263
2024
Q4 		$317K Buy
64,747
+2,960
+5% +$13.7K 0.03% 284
2024
Q3 		$258K Buy
61,787
+1,048
+2% +$4.38K 0.02% 340
2024
Q2 		$257K Buy
60,739
+554
+0.9% +$2.2K 0.03% 298
2024
Q1 		$240K Buy
60,185
+4,365
+8% +$16.3K 0.03% 317
2023
Q4 		$192K Buy
55,820
+2,280
+4% +$7.75K 0.02% 339
2023
Q3 		$184K Buy
53,540
+5,404
+11% +$18K 0.02% 309
2023
Q2 		$148K Buy
48,136
+8,670
+22% +$25.7K 0.02% 319
2023
Q1 		$111K Buy
39,466
+18,261
+86% +$55.8K 0.02% 284
2022
Q4 		$60.2K Buy
+21,205
New +$50K 0.01% 218
2022
Q2 		– Sell
-31,170
Closed -$80K – 240
2022
Q1 		$80K Buy
31,170
+14,489
+87% +$39.7K 0.01% 227
2021
Q4 		$43K Sell
16,681
-4,624
-22% -$12.2K 0.01% 215
2021
Q3 		$61K Buy
21,305
+90
+0.4% +$259 0.01% 206
2021
Q2 		$60K Buy
21,215
+1,152
+6% +$3.44K 0.01% 195
2021
Q1 		$58K Buy
20,063
+476
+2% +$1.39K 0.02% 173
2020
Q4 		$50K Buy
19,587
+1,124
+6% +$2.9K 0.02% 160
2020
Q3 		$47K Buy
18,463
+1,145
+7% +$3.01K 0.02% 138
2020
Q2 		$43K Buy
+17,318
New +$41.1K 0.02% 129
2020
Q1 		– Sell
-11,313
Closed -$35K – 109
2019
Q4 		$35K Buy
11,313
+111
+1% +$346 0.02% 103
2019
Q3 		$34K Buy
+11,202
New +$33.3K 0.02% 98

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

PDS Planning's MFG Position: Q1 2026 in Review

PDS Planning reduced its Mizuho Financial (MFG) stake by 1.3% in Q1 2026, selling an estimated $8.93K and leaving 77,590 shares worth $616K. The position accounts for 0.04% of the portfolio, ranked #221.

PDS Planning first reported a position in MFG in Q3 2019 and has held it in 24 quarters since. 420 funds tracked by Wall St. Rank hold MFG as of Q1 2026.

  • PDS Planning held 77,590 shares of Mizuho Financial worth $616K as of Q1 2026.
  • PDS Planning sold 1,055 Mizuho Financial shares in Q1 2026, an estimated $8.93K.
  • Mizuho Financial made up 0.04% of PDS Planning's portfolio in Q1 2026, its #221 holding.
  • PDS Planning first reported a position in Mizuho Financial in Q3 2019 and has held it in 24 quarters since.
  • 420 funds tracked by Wall St. Rank held Mizuho Financial as of Q1 2026.

Based on PDS Planning's 13F filing for Q1 2026, filed 22 Apr 2026.