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Principia Wealth Advisory’s Mizuho Financial MFG Stock Holding History

Principia Wealth Advisory’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
Q4 		$5.11K Buy
698
+37
+6% +$253 ﹤0.01% 270
2025
Q3 		$4.43K Buy
661
+421
+175% +$2.63K ﹤0.01% 289
2025
Q2 		$1.33K Buy
+240
New +$1.25K ﹤0.01% 489

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Principia Wealth Advisory's MFG Position: Q4 2025 in Review

Principia Wealth Advisory increased its Mizuho Financial (MFG) stake by 5.6% in Q4 2025, buying an estimated $253 and bringing the position to 698 shares worth $5.11K. The position accounts for ﹤0.01% of the portfolio, ranked #270.

Principia Wealth Advisory first reported a position in MFG in Q2 2025 and has held it in 3 quarters since. 390 funds tracked by Wall St. Rank hold MFG as of Q4 2025.

  • Principia Wealth Advisory held 698 shares of Mizuho Financial worth $5.11K as of Q4 2025.
  • Principia Wealth Advisory bought 37 Mizuho Financial shares in Q4 2025, an estimated $253.
  • Mizuho Financial made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q4 2025, its #270 holding.
  • Principia Wealth Advisory first reported a position in Mizuho Financial in Q2 2025 and has held it in 3 quarters since.
  • 390 funds tracked by Wall St. Rank held Mizuho Financial as of Q4 2025.

Based on Principia Wealth Advisory's 13F filing for Q4 2025, filed 10 Feb 2026.