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Sound Income Strategies’s Mizuho Financial MFG Stock Holding History

Sound Income Strategies’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 		– Sell
-2,838
Closed -$23.8K – 1622
2026
Q1 		$23.8K Buy
2,838
+319
+13% +$2.7K ﹤0.01% 1109
2025
Q4 		$21.6K Buy
+2,519
New +$17.2K ﹤0.01% 1121

Other funds holding MFG

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
QCM
Quantinno Capital Management New York $83.3B AUM 37.97% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
WGAM
Wilkinson Global Asset Management New York $1.26B AUM 22.73% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Sound Income Strategies's MFG Position: Q2 2026 in Review

Sound Income Strategies sold out of Mizuho Financial (MFG) in Q2 2026, closing a stake of 2,838 shares — an estimated $23.8K sold.

Sound Income Strategies first reported a position in MFG in Q4 2025 and held it in 2 quarters. The position peaked at $23.8K in Q1 2026. 377 funds tracked by Wall St. Rank hold MFG as of Q2 2026.

  • Sound Income Strategies reported no remaining Mizuho Financial position as of Q2 2026 after selling out during the quarter.
  • Sound Income Strategies sold 2,838 Mizuho Financial shares in Q2 2026, an estimated $23.8K.
  • Sound Income Strategies first reported a position in Mizuho Financial in Q4 2025 and held it in 2 quarters.
  • Sound Income Strategies's Mizuho Financial position peaked at $23.8K in Q1 2026.
  • 377 funds tracked by Wall St. Rank held Mizuho Financial as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.