Synergy Investment Management’s Mizuho Financial MFG Stock Holding History

Synergy Investment Management’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	$3.7K	Buy	+377	New	+$3.39K	﹤0.01%	816

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

Synergy Investment Management's MFG Position: Q2 2026 in Review

Synergy Investment Management opened a new position in Mizuho Financial (MFG) in Q2 2026: 377 shares worth $3.7K. The stake represents ﹤0.01% of the portfolio and ranks #816 among its holdings.

460 funds tracked by Wall St. Rank hold MFG as of Q2 2026.

Synergy Investment Management held 377 shares of Mizuho Financial worth $3.7K as of Q2 2026.
Mizuho Financial was a new Synergy Investment Management position in Q2 2026.
Mizuho Financial made up ﹤0.01% of Synergy Investment Management's portfolio in Q2 2026, its #816 holding.
460 funds tracked by Wall St. Rank held Mizuho Financial as of Q2 2026.

Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.