Simon Quick Advisors’s Mizuho Financial MFG Stock Holding History

Simon Quick 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	-10,309	Closed	-$75.5K	–	400
2025 Q4	$75.5K	Buy	+10,309	New	+$70.5K	﹤0.01%	385
2025 Q2	–	Sell	-14,872	Closed	-$81.9K	–	518
2025 Q1	$81.9K	Buy	14,872 +1,728	+13%	+$9.5K	﹤0.01%	603
2024 Q4	$64.3K	Buy	13,144 +410	+3%	+$1.89K	﹤0.01%	483
2024 Q3	$53.2K	Buy	+12,734	New	+$53.2K	﹤0.01%	434

Other funds holding MFG

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

CBU

CIBC Bancorp USA Chicago, Illinois $74.4B AUM

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Simon Quick Advisors's MFG Position: Q1 2026 in Review

Simon Quick Advisors sold out of Mizuho Financial (MFG) in Q1 2026, closing a stake of 10,309 shares — an estimated $75.5K sold.

Simon Quick Advisors first reported a position in MFG in Q3 2024 and held it in 4 quarters. The position peaked at $81.9K in Q1 2025. 420 funds tracked by Wall St. Rank hold MFG as of Q1 2026.

Simon Quick Advisors reported no remaining Mizuho Financial position as of Q1 2026 after selling out during the quarter.
Simon Quick Advisors sold 10,309 Mizuho Financial shares in Q1 2026, an estimated $75.5K.
Simon Quick Advisors first reported a position in Mizuho Financial in Q3 2024 and held it in 4 quarters.
Simon Quick Advisors's Mizuho Financial position peaked at $81.9K in Q1 2025.
420 funds tracked by Wall St. Rank held Mizuho Financial as of Q1 2026.

Based on Simon Quick Advisors's 13F filing for Q1 2026, filed 6 May 2026.