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
2026 Q2	$9.93K	Buy	1,036 +86	+9%	+$772	﹤0.01%	254
2026 Q1	$7.54K	Buy	950 +252	+36%	+$2.13K	﹤0.01%	240
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 New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

CBU

CIBC Bancorp USA Chicago, Illinois $82.3B AUM

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Principia Wealth Advisory's MFG Position: Q2 2026 in Review

Principia Wealth Advisory increased its Mizuho Financial (MFG) stake by 9.1% in Q2 2026, buying an estimated $772 and bringing the position to 1,036 shares worth $9.93K. The position accounts for ﹤0.01% of the portfolio, ranked #254.

Principia Wealth Advisory first reported a position in MFG in Q2 2025 and has held it in 5 quarters since. 464 funds tracked by Wall St. Rank hold MFG as of Q2 2026.

Principia Wealth Advisory held 1,036 shares of Mizuho Financial worth $9.93K as of Q2 2026.
Principia Wealth Advisory bought 86 Mizuho Financial shares in Q2 2026, an estimated $772.
Mizuho Financial made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #254 holding.
Principia Wealth Advisory first reported a position in Mizuho Financial in Q2 2025 and has held it in 5 quarters since.
464 funds tracked by Wall St. Rank held Mizuho Financial as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.