Steward Partners Investment Advisory’s Mizuho Financial MFG Stock Holding History

Steward Partners Investment Advisory’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	$2.63M	Buy	274,328 +261,882	+2,104%	+$2.35M	0.01%	801
2026 Q1	$98.8K	Buy	12,446 +10,093	+429%	+$85.5K	﹤0.01%	2379
2025 Q4	$17.2K	Sell	2,353 -396	-14%	-$2.71K	﹤0.01%	3196
2025 Q3	$18.4K	Buy	2,749 +1,474	+116%	+$9.19K	﹤0.01%	3126
2025 Q2	$7.09K	Hold	1,275	–	–	﹤0.01%	3354
2025 Q1	$7.03K	Buy	1,275 +206	+19%	+$1.13K	﹤0.01%	3258
2024 Q4	$5.23K	Buy	+1,069	New	+$4.93K	﹤0.01%	3348
2022 Q4	–	Sell	-236	Closed	-$1K	–	3426
2022 Q3	$1K	Sell	236 -47	-17%	-$109	﹤0.01%	3140
2022 Q2	$1K	Sell	283 -1,758	-86%	-$4.15K	﹤0.01%	3134
2022 Q1	$5K	Buy	+2,041	New	+$5.59K	﹤0.01%	2892
2020 Q3	–	Sell	-257	Closed	-$1K	–	2804
2020 Q2	$1K	Buy	+257	New	+$610	﹤0.01%	2588
2020 Q1	–	Sell	-14	Closed	–	–	2618
2019 Q4	$0	Sell	14 -9	-39%	-$28	﹤0.01%	2681
2019 Q3	$0	Hold	23	–	–	﹤0.01%	2703
2019 Q2	$0	Buy	+23	New	+$68	﹤0.01%	2659

Other funds holding MFG

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

CBU

CIBC Bancorp USA Chicago, Illinois $82.3B AUM

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Steward Partners Investment Advisory's MFG Position: Q2 2026 in Review

Steward Partners Investment Advisory increased its Mizuho Financial (MFG) stake by 2,104% in Q2 2026, buying an estimated $2.35M and bringing the position to 274,328 shares worth $2.63M. The position accounts for 0.01% of the portfolio, ranked #801.

Steward Partners Investment Advisory first reported a position in MFG in Q2 2019 and has held it in 14 quarters since. 465 funds tracked by Wall St. Rank hold MFG as of Q2 2026.

Steward Partners Investment Advisory held 274,328 shares of Mizuho Financial worth $2.63M as of Q2 2026.
Steward Partners Investment Advisory bought 261,882 Mizuho Financial shares in Q2 2026, an estimated $2.35M.
Mizuho Financial made up 0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #801 holding.
Steward Partners Investment Advisory first reported a position in Mizuho Financial in Q2 2019 and has held it in 14 quarters since.
465 funds tracked by Wall St. Rank held Mizuho Financial as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.