Root Financial Partners
MFG icon

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
Q3 		$40.9K Buy
+3,703
New +$39.3K ﹤0.01% 1185
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

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

Root Financial Partners's MFG Position: Q3 2026 in Review

Root Financial Partners opened a new position in Mizuho Financial (MFG) in Q3 2026: 3,703 shares worth $40.9K. The stake represents ﹤0.01% of the portfolio and ranks #1185 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in MFG as recently as Q1 2026.

Root Financial Partners first reported a position in MFG in Q3 2025 and has held it in 4 quarters since. 266 funds tracked by Wall St. Rank hold MFG as of Q3 2026.

  • Root Financial Partners held 3,703 shares of Mizuho Financial worth $40.9K as of Q3 2026.
  • Mizuho Financial was a new Root Financial Partners position in Q3 2026.
  • Mizuho Financial made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1185 holding.
  • Root Financial Partners first reported a position in Mizuho Financial in Q3 2025 and has held it in 4 quarters since.
  • 266 funds tracked by Wall St. Rank held Mizuho Financial as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.