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Shelton Capital Management’s Mizuho Financial MFG Stock Holding History

Shelton Capital Management’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 		$485K Sell
61,132
-4,726
-7% -$40K 0.01% 363
2025
Q4 		$482K Hold
65,858
– – 0.01% 348
2025
Q3 		$441K Buy
65,858
+26,958
+69% +$168K 0.01% 386
2025
Q2 		$216K Buy
+38,900
New +$202K 0.01% 636

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

Shelton Capital Management's MFG Position: Q1 2026 in Review

Shelton Capital Management reduced its Mizuho Financial (MFG) stake by 7.2% in Q1 2026, selling an estimated $40K and leaving 61,132 shares worth $485K. The position accounts for 0.01% of the portfolio, ranked #363.

Shelton Capital Management first reported a position in MFG in Q2 2025 and has held it in 4 quarters since. 420 funds tracked by Wall St. Rank hold MFG as of Q1 2026.

  • Shelton Capital Management held 61,132 shares of Mizuho Financial worth $485K as of Q1 2026.
  • Shelton Capital Management sold 4,726 Mizuho Financial shares in Q1 2026, an estimated $40K.
  • Mizuho Financial made up 0.01% of Shelton Capital Management's portfolio in Q1 2026, its #363 holding.
  • Shelton Capital Management first reported a position in Mizuho Financial in Q2 2025 and has held it in 4 quarters since.
  • 420 funds tracked by Wall St. Rank held Mizuho Financial as of Q1 2026.

Based on Shelton Capital Management's 13F filing for Q1 2026, filed 15 May 2026.