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Schechter Investment Advisors’s Mizuho Financial MFG Stock Holding History

Schechter Investment 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
2025
Q1 		$1.04M Sell
188,056
-12,966
-6% -$71.3K 0.09% 226
2024
Q4 		$983K Buy
201,022
+23,790
+13% +$110K 0.08% 244
2024
Q3 		$741K Buy
177,232
+130,757
+281% +$546K 0.05% 314
2024
Q2 		$197K Buy
46,475
+10,274
+28% +$40.7K 0.01% 570
2024
Q1 		$144K Buy
36,201
+16,650
+85% +$62.1K 0.01% 589
2023
Q4 		$67.3K Buy
19,551
+732
+4% +$2.49K 0.01% 585
2023
Q3 		$64.5K Buy
18,819
+2,116
+13% +$7.04K 0.01% 571
2023
Q2 		$51.3K Buy
16,703
+1,846
+12% +$5.48K ﹤0.01% 621
2023
Q1 		$41.9K Buy
14,857
+940
+7% +$2.88K ﹤0.01% 657
2022
Q4 		$39.5K Sell
13,917
-1,780
-11% -$4.2K ﹤0.01% 809
2022
Q3 		$35K Buy
+15,697
New +$36.5K ﹤0.01% 924
2022
Q2 		– Sell
-26,123
Closed -$67K – 987
2022
Q1 		$67K Buy
26,123
+14,777
+130% +$40.5K 0.01% 906
2021
Q4 		$29K Buy
+11,346
New +$29.9K ﹤0.01% 865

Other funds holding MFG

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Schechter Investment Advisors's MFG Position: Q1 2025 in Review

Schechter Investment Advisors reduced its Mizuho Financial (MFG) stake by 6.5% in Q1 2025, selling an estimated $71.3K and leaving 188,056 shares worth $1.04M. The position accounts for 0.09% of the portfolio, ranked #226.

Schechter Investment Advisors first reported a position in MFG in Q4 2021 and has held it in 13 quarters since. 293 funds tracked by Wall St. Rank hold MFG as of Q1 2025.

  • Schechter Investment Advisors held 188,056 shares of Mizuho Financial worth $1.04M as of Q1 2025.
  • Schechter Investment Advisors sold 12,966 Mizuho Financial shares in Q1 2025, an estimated $71.3K.
  • Mizuho Financial made up 0.09% of Schechter Investment Advisors's portfolio in Q1 2025, its #226 holding.
  • Schechter Investment Advisors first reported a position in Mizuho Financial in Q4 2021 and has held it in 13 quarters since.
  • 293 funds tracked by Wall St. Rank held Mizuho Financial as of Q1 2025.

Based on Schechter Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.