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Sage Mountain Advisors’s Mizuho Financial MFG Stock Holding History

Sage Mountain Advisors’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
Q1 		– Sell
-36,083
Closed -$264K – 458
2025
Q4 		$264K Buy
36,083
+74
+0.2% +$506 0.01% 413
2025
Q3 		$241K Buy
36,009
+7,135
+25% +$44.5K 0.01% 424
2025
Q2 		$161K Sell
28,874
-302
-1% -$1.57K 0.01% 417
2025
Q1 		$161K Buy
29,176
+477
+2% +$2.62K 0.01% 388
2024
Q4 		$140K Buy
28,699
+259
+0.9% +$1.2K 0.01% 393
2024
Q3 		$119K Hold
28,440
– – 0.01% 411
2024
Q2 		$120K Buy
28,440
+2,106
+8% +$8.35K 0.01% 358
2024
Q1 		$105K Buy
26,334
+197
+0.8% +$735 0.01% 346
2023
Q4 		$89.9K Sell
26,137
-219
-0.8% -$744 0.01% 296
2023
Q3 		$90.4K Hold
26,356
– – 0.01% 292
2023
Q2 		$80.9K Hold
26,356
– – 0.01% 289
2023
Q1 		$74.3K Buy
+26,356
New +$80.6K 0.01% 274

Other funds holding MFG

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
CBU
CIBC Bancorp USA Chicago, Illinois $74.4B AUM
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Sage Mountain Advisors's MFG Position: Q1 2026 in Review

Sage Mountain Advisors sold out of Mizuho Financial (MFG) in Q1 2026, closing a stake of 36,083 shares — an estimated $264K sold.

Sage Mountain Advisors first reported a position in MFG in Q1 2023 and held it in 12 quarters. The position peaked at $264K in Q4 2025. 420 funds tracked by Wall St. Rank hold MFG as of Q1 2026.

  • Sage Mountain Advisors reported no remaining Mizuho Financial position as of Q1 2026 after selling out during the quarter.
  • Sage Mountain Advisors sold 36,083 Mizuho Financial shares in Q1 2026, an estimated $264K.
  • Sage Mountain Advisors first reported a position in Mizuho Financial in Q1 2023 and held it in 12 quarters.
  • Sage Mountain Advisors's Mizuho Financial position peaked at $264K in Q4 2025.
  • 420 funds tracked by Wall St. Rank held Mizuho Financial as of Q1 2026.

Based on Sage Mountain Advisors's 13F filing for Q1 2026, filed 11 May 2026.