Private Advisory Group
MFG icon

Private Advisory Group’s Mizuho Financial MFG Stock Holding History

Private Advisory Group’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
Q3 		$127K Hold
11,466
– – 0.01% 320
2026
Q2 		$110K Hold
11,466
– – 0.01% 296
2026
Q1 		$91K Hold
11,466
– – 0.01% 274
2025
Q4 		$83.9K Hold
11,466
– – 0.01% 250
2025
Q3 		$76.8K Hold
11,466
– – 0.01% 217
2025
Q2 		$63.8K Hold
11,466
– – 0.01% 204
2025
Q1 		$63.2K Hold
11,466
– – 0.01% 193
2024
Q4 		$56.1K Hold
11,466
– – 0.01% 212
2024
Q3 		$47.9K Hold
11,466
– – 0.01% 197
2024
Q2 		$48.5K Hold
11,466
– – 0.01% 171
2024
Q1 		$45.6K Buy
+11,466
New +$42.8K 0.01% 178

Other funds holding MFG

Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Augustine Asset Management
Augustine Asset Management Jacksonville, Florida $464M AUM 16.89% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Crossmark Global Holdings
Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return
Quadrant Capital Group
Quadrant Capital Group Cincinnati, Ohio $3.7B AUM 33.76% 1-Year Est. Return

Private Advisory Group's MFG Position: Q3 2026 in Review

Private Advisory Group held its Mizuho Financial (MFG) position steady in Q3 2026 at 11,466 shares worth $127K. The position accounts for 0.01% of the portfolio, ranked #320.

Private Advisory Group first reported a position in MFG in Q1 2024 and has held it in 11 quarters since. 272 funds tracked by Wall St. Rank hold MFG as of Q3 2026.

  • Private Advisory Group held 11,466 shares of Mizuho Financial worth $127K as of Q3 2026.
  • Private Advisory Group left its Mizuho Financial share count unchanged in Q3 2026.
  • Mizuho Financial made up 0.01% of Private Advisory Group's portfolio in Q3 2026, its #320 holding.
  • Private Advisory Group first reported a position in Mizuho Financial in Q1 2024 and has held it in 11 quarters since.
  • 272 funds tracked by Wall St. Rank held Mizuho Financial as of Q3 2026.

Based on Private Advisory Group's 13F filing for Q3 2026, filed 6 Nov 2026.