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Rothschild Investment LLC’s Mizuho Financial MFG Stock Holding History

Rothschild Investment LLC’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 		$133K Buy
13,897
+6,292
+83% +$56.5K 0.01% 970
2026
Q1 		$60.4K Buy
7,605
+1,007
+15% +$8.53K ﹤0.01% 1066
2025
Q4 		$48.3K Buy
6,598
+143
+2% +$977 ﹤0.01% 1031
2025
Q3 		$43.2K Buy
6,455
+284
+5% +$1.77K ﹤0.01% 1032
2025
Q2 		$34.3K Buy
6,171
+178
+3% +$924 ﹤0.01% 879
2025
Q1 		$33K Sell
5,993
-673
-10% -$3.7K ﹤0.01% 878
2024
Q4 		$32.6K Buy
6,666
+1,069
+19% +$4.93K ﹤0.01% 886
2024
Q3 		$23.4K Buy
5,597
+596
+12% +$2.49K ﹤0.01% 962
2024
Q2 		$21.2K Buy
5,001
+1,396
+39% +$5.53K ﹤0.01% 957
2024
Q1 		$14.3K Buy
3,605
+508
+16% +$1.9K ﹤0.01% 993
2023
Q4 		$10.7K Buy
+3,097
New +$10.5K ﹤0.01% 981
2016
Q3 		– Sell
-12,435
Closed -$35K – 487
2016
Q2 		$35K Hold
12,435
– – ﹤0.01% 472
2016
Q1 		$37K Hold
12,435
– – ﹤0.01% 472
2015
Q4 		$50K Hold
12,435
– – 0.01% 480
2015
Q3 		$46K Hold
12,435
– – 0.01% 480
2015
Q2 		$54K Sell
12,435
-9,000
-42% -$36.1K 0.01% 502
2015
Q1 		$76K Sell
21,435
-54,300
-72% -$190K 0.01% 487
2014
Q4 		$257K Buy
75,735
+44,860
+145% +$156K 0.03% 407
2014
Q3 		$110K Buy
30,875
+1,025
+3% +$3.95K 0.01% 471
2014
Q2 		$123K Buy
+29,850
New +$118K 0.02% 405

Other funds holding MFG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
WGAM
Wilkinson Global Asset Management New York $1.26B AUM 22.73% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AAM
Augustine Asset Management Jacksonville, Florida $494M AUM 76.22% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 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

Rothschild Investment LLC's MFG Position: Q2 2026 in Review

Rothschild Investment LLC increased its Mizuho Financial (MFG) stake by 83% in Q2 2026, buying an estimated $56.5K and bringing the position to 13,897 shares worth $133K. The position accounts for 0.01% of the portfolio, ranked #970.

Rothschild Investment LLC first reported a position in MFG in Q2 2014 and has held it in 20 quarters since. The position peaked at $257K in Q4 2014. 251 funds tracked by Wall St. Rank hold MFG as of Q2 2026.

  • Rothschild Investment LLC held 13,897 shares of Mizuho Financial worth $133K as of Q2 2026.
  • Rothschild Investment LLC bought 6,292 Mizuho Financial shares in Q2 2026, an estimated $56.5K.
  • Mizuho Financial made up 0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #970 holding.
  • Rothschild Investment LLC first reported a position in Mizuho Financial in Q2 2014 and has held it in 20 quarters since.
  • Rothschild Investment LLC's Mizuho Financial position peaked at $257K in Q4 2014.
  • 251 funds tracked by Wall St. Rank held Mizuho Financial as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.