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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
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
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

Steward Partners Investment Advisory's MFG Position: Q1 2026 in Review

Steward Partners Investment Advisory increased its Mizuho Financial (MFG) stake by 429% in Q1 2026, buying an estimated $85.5K and bringing the position to 12,446 shares worth $98.8K. The position accounts for ﹤0.01% of the portfolio, ranked #2379.

Steward Partners Investment Advisory first reported a position in MFG in Q2 2019 and has held it in 13 quarters since. 420 funds tracked by Wall St. Rank hold MFG as of Q1 2026.

  • Steward Partners Investment Advisory held 12,446 shares of Mizuho Financial worth $98.8K as of Q1 2026.
  • Steward Partners Investment Advisory bought 10,093 Mizuho Financial shares in Q1 2026, an estimated $85.5K.
  • Mizuho Financial made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #2379 holding.
  • Steward Partners Investment Advisory first reported a position in Mizuho Financial in Q2 2019 and has held it in 13 quarters since.
  • 420 funds tracked by Wall St. Rank held Mizuho Financial as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.