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SVB Wealth’s Mizuho Financial MFG Stock Holding History

SVB 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 		$97.8K Buy
10,207
+24
+0.2% +$216 0.01% 382
2026
Q1 		$80.9K Sell
10,183
-362
-3% -$3.07K 0.01% 382
2025
Q4 		$77.2K Sell
10,545
-204
-2% -$1.39K ﹤0.01% 393
2025
Q3 		$72K Sell
10,749
-3,812
-26% -$23.8K ﹤0.01% 403
2025
Q2 		$81K Sell
14,561
-12,449
-46% -$64.6K ﹤0.01% 418
2025
Q1 		$149K Sell
27,010
-1,362
-5% -$7.49K 0.01% 350
2024
Q4 		$139K Buy
+28,372
New +$131K ﹤0.01% 701
2024
Q3 		– Sell
-31,430
Closed -$133K – 372
2024
Q2 		$133K Sell
31,430
-10,625
-25% -$42.1K ﹤0.01% 701
2024
Q1 		$167K Sell
42,055
-1,968
-4% -$7.34K ﹤0.01% 784
2023
Q4 		$151K Buy
44,023
+8,395
+24% +$28.5K ﹤0.01% 804
2023
Q3 		$122K Sell
35,628
-3,740
-10% -$12.4K ﹤0.01% 789
2023
Q2 		$121K Buy
39,368
+520
+1% +$1.54K ﹤0.01% 863
2023
Q1 		$110K Buy
38,848
+1,212
+3% +$3.71K ﹤0.01% 934
2022
Q4 		$107K Sell
37,636
-33,221
-47% -$78.3K ﹤0.01% 967
2022
Q3 		$156K Buy
+70,857
New +$165K ﹤0.01% 885
2022
Q2 		– Sell
-20,292
Closed -$52K – 804
2022
Q1 		$52K Buy
20,292
+2,974
+17% +$8.14K ﹤0.01% 742
2021
Q4 		$44K Sell
17,318
-211,003
-92% -$557K ﹤0.01% 767
2021
Q3 		$648K Buy
228,321
+19,777
+9% +$57K 0.01% 517
2021
Q2 		$594K Buy
208,544
+191,492
+1,123% +$572K 0.01% 528
2021
Q1 		$49K Buy
17,052
+3,501
+26% +$10.2K ﹤0.01% 883
2020
Q4 		$34K Buy
+13,551
New +$35K ﹤0.01% 824
2020
Q2 		– Sell
-11,365
Closed -$26K – 666
2020
Q1 		$26K Buy
+11,365
New +$31K ﹤0.01% 530

Other funds holding MFG

AAM
Augustine Asset Management Jacksonville, Florida $494M AUM 76.22% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
AWA
Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SVB Wealth's MFG Position: Q2 2026 in Review

SVB Wealth increased its Mizuho Financial (MFG) stake by 0.24% in Q2 2026, buying an estimated $216 and bringing the position to 10,207 shares worth $97.8K. The position accounts for 0.01% of the portfolio, ranked #382.

SVB Wealth first reported a position in MFG in Q1 2020 and has held it in 22 quarters since. The position peaked at $648K in Q3 2021. 69 funds tracked by Wall St. Rank hold MFG as of Q2 2026.

  • SVB Wealth held 10,207 shares of Mizuho Financial worth $97.8K as of Q2 2026.
  • SVB Wealth bought 24 Mizuho Financial shares in Q2 2026, an estimated $216.
  • Mizuho Financial made up 0.01% of SVB Wealth's portfolio in Q2 2026, its #382 holding.
  • SVB Wealth first reported a position in Mizuho Financial in Q1 2020 and has held it in 22 quarters since.
  • SVB Wealth's Mizuho Financial position peaked at $648K in Q3 2021.
  • 69 funds tracked by Wall St. Rank held Mizuho Financial as of Q2 2026.

Based on SVB Wealth's 13F filing for Q2 2026, filed 17 Jul 2026.