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Summit Trail Advisors’s Mizuho Financial MFG Stock Holding History

Summit Trail 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
Q2 		$1.42M Buy
147,792
+796
+0.5% +$7.15K 0.02% 827
2026
Q1 		$1.17M Buy
146,996
+133,369
+979% +$1.13M 0.02% 866
2025
Q4 		$99.8K Sell
13,627
-12,827
-48% -$87.7K ﹤0.01% 1288
2025
Q3 		$177K Buy
26,454
+3,364
+15% +$21K ﹤0.01% 1303
2025
Q2 		$128K Sell
23,090
-262
-1% -$1.36K ﹤0.01% 1082
2025
Q1 		$129K Sell
23,352
-1,664
-7% -$9.15K ﹤0.01% 398
2024
Q4 		$122K Buy
25,016
+513
+2% +$2.37K ﹤0.01% 375
2024
Q3 		$102K Sell
24,503
-1,449
-6% -$6.05K ﹤0.01% 701
2024
Q2 		$110K Buy
25,952
+9,923
+62% +$39.3K ﹤0.01% 604
2024
Q1 		$63.8K Buy
16,029
+5,619
+54% +$21K ﹤0.01% 591
2023
Q4 		$35.8K Buy
+10,410
New +$35.4K ﹤0.01% 548
2023
Q3 		– Sell
-15,057
Closed -$46.2K – 565
2023
Q2 		$46.2K Buy
+15,057
New +$44.7K ﹤0.01% 533
2018
Q2 		– Sell
-31,537
Closed -$111K – 587
2018
Q1 		$111K Buy
31,537
+3,452
+12% +$13K 0.02% 395
2017
Q4 		$110K Buy
+28,085
New +$101K 0.01% 596

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

Summit Trail Advisors's MFG Position: Q2 2026 in Review

Summit Trail Advisors increased its Mizuho Financial (MFG) stake by 0.54% in Q2 2026, buying an estimated $7.15K and bringing the position to 147,792 shares worth $1.42M. The position accounts for 0.02% of the portfolio, ranked #827.

Summit Trail Advisors first reported a position in MFG in Q4 2017 and has held it in 14 quarters since. 464 funds tracked by Wall St. Rank hold MFG as of Q2 2026.

  • Summit Trail Advisors held 147,792 shares of Mizuho Financial worth $1.42M as of Q2 2026.
  • Summit Trail Advisors bought 796 Mizuho Financial shares in Q2 2026, an estimated $7.15K.
  • Mizuho Financial made up 0.02% of Summit Trail Advisors's portfolio in Q2 2026, its #827 holding.
  • Summit Trail Advisors first reported a position in Mizuho Financial in Q4 2017 and has held it in 14 quarters since.
  • 464 funds tracked by Wall St. Rank held Mizuho Financial as of Q2 2026.

Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.