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Simplicity Wealth’s Mizuho Financial MFG Stock Holding History

Simplicity Wealth’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 		$124K Buy
12,971
+1,412
+12% +$12.7K ﹤0.01% 993
2026
Q1 		$91.8K Buy
+11,559
New +$97.9K 0.01% 729
2024
Q3 		– Sell
-28,891
Closed -$122K – 921
2024
Q2 		$122K Sell
28,891
-408
-1% -$1.62K ﹤0.01% 1163
2024
Q1 		$117K Buy
+29,299
New +$109K ﹤0.01% 1105

Other funds holding MFG

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
CBU
CIBC Bancorp USA Chicago, Illinois $82.3B AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Simplicity Wealth's MFG Position: Q2 2026 in Review

Simplicity Wealth increased its Mizuho Financial (MFG) stake by 12% in Q2 2026, buying an estimated $12.7K and bringing the position to 12,971 shares worth $124K. The position accounts for ﹤0.01% of the portfolio, ranked #993.

Simplicity Wealth first reported a position in MFG in Q1 2024 and has held it in 4 quarters since. 464 funds tracked by Wall St. Rank hold MFG as of Q2 2026.

  • Simplicity Wealth held 12,971 shares of Mizuho Financial worth $124K as of Q2 2026.
  • Simplicity Wealth bought 1,412 Mizuho Financial shares in Q2 2026, an estimated $12.7K.
  • Mizuho Financial made up ﹤0.01% of Simplicity Wealth's portfolio in Q2 2026, its #993 holding.
  • Simplicity Wealth first reported a position in Mizuho Financial in Q1 2024 and has held it in 4 quarters since.
  • 464 funds tracked by Wall St. Rank held Mizuho Financial as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.