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Root Financial Partners’s Mizuho Financial MFG Stock Holding History

Root Financial Partners’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 		– Sell
-2,212
Closed -$17.6K – 2054
2026
Q1 		$17.6K Buy
2,212
+468
+27% +$3.96K ﹤0.01% 1396
2025
Q4 		$12.8K Buy
1,744
+36
+2% +$246 ﹤0.01% 1395
2025
Q3 		$11.4K Buy
+1,708
New +$10.7K ﹤0.01% 1399

Other funds holding MFG

AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
AAM
Augustine Asset Management Jacksonville, Florida $494M AUM 76.22% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
EI
Ethic Inc New York $8.02B AUM 45.39% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

Root Financial Partners's MFG Position: Q2 2026 in Review

Root Financial Partners sold out of Mizuho Financial (MFG) in Q2 2026, closing a stake of 2,212 shares — an estimated $17.6K sold.

Root Financial Partners first reported a position in MFG in Q3 2025 and held it in 3 quarters. The position peaked at $17.6K in Q1 2026. 157 funds tracked by Wall St. Rank hold MFG as of Q2 2026.

  • Root Financial Partners reported no remaining Mizuho Financial position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 2,212 Mizuho Financial shares in Q2 2026, an estimated $17.6K.
  • Root Financial Partners first reported a position in Mizuho Financial in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Mizuho Financial position peaked at $17.6K in Q1 2026.
  • 157 funds tracked by Wall St. Rank held Mizuho Financial as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.