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United Capital Financial Advisors’s Mizuho Financial MFG Stock Holding History

United Capital Financial 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 		$1.34M Buy
140,151
+6,181
+5% +$55.5K 0.01% 700
2026
Q1 		$1.06M Sell
133,970
-10,467
-7% -$88.6K 0.01% 738
2025
Q4 		$1.06M Buy
144,437
+1,864
+1% +$12.7K 0.01% 717
2025
Q3 		$955K Sell
142,573
-1,099
-0.8% -$6.86K 0.01% 649
2025
Q2 		$799K Sell
143,672
-6,062
-4% -$31.5K 0.01% 655
2025
Q1 		$825K Sell
149,734
-1,191
-0.8% -$6.55K 0.01% 612
2024
Q4 		$738K Buy
150,925
+7,238
+5% +$33.4K 0.01% 625
2024
Q3 		$601K Buy
143,687
+14,438
+11% +$60.3K ﹤0.01% 681
2024
Q2 		$547K Buy
129,249
+7,274
+6% +$28.8K ﹤0.01% 688
2024
Q1 		$485K Sell
121,975
-9,105
-7% -$34K ﹤0.01% 744
2023
Q4 		$451K Buy
+131,080
New +$445K ﹤0.01% 747
2020
Q1 		– Sell
-72,948
Closed -$225K – 1303
2019
Q4 		$225K Buy
+72,948
New +$227K ﹤0.01% 1249
2019
Q3 		– Sell
-13,843
Closed -$40K – 1417
2019
Q2 		$40K Sell
13,843
-51,952
-79% -$154K ﹤0.01% 1435
2019
Q1 		$203K Buy
65,795
+1,406
+2% +$4.4K ﹤0.01% 1269
2018
Q4 		$193K Sell
64,389
-100,352
-61% -$333K ﹤0.01% 1204
2018
Q3 		$577K Buy
164,741
+45,418
+38% +$159K ﹤0.01% 934
2018
Q2 		$405K Buy
119,323
+20,907
+21% +$74.8K ﹤0.01% 989
2018
Q1 		$364K Buy
98,416
+33,984
+53% +$128K ﹤0.01% 1033
2017
Q4 		$235K Buy
64,432
+35,480
+123% +$128K ﹤0.01% 1187
2017
Q3 		$103K Buy
28,952
+13,288
+85% +$46.7K ﹤0.01% 1277
2017
Q2 		$57K Buy
+15,664
New +$56.6K ﹤0.01% 1259
2014
Q3 		– Sell
-137,702
Closed -$566K – 1112
2014
Q2 		$566K Buy
137,702
+110,130
+399% +$437K 0.01% 662
2014
Q1 		$110K Buy
+27,572
New +$115K ﹤0.01% 912

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

United Capital Financial Advisors's MFG Position: Q2 2026 in Review

United Capital Financial Advisors increased its Mizuho Financial (MFG) stake by 4.6% in Q2 2026, buying an estimated $55.5K and bringing the position to 140,151 shares worth $1.34M. The position accounts for 0.01% of the portfolio, ranked #700.

United Capital Financial Advisors first reported a position in MFG in Q1 2014 and has held it in 23 quarters since. 462 funds tracked by Wall St. Rank hold MFG as of Q2 2026.

  • United Capital Financial Advisors held 140,151 shares of Mizuho Financial worth $1.34M as of Q2 2026.
  • United Capital Financial Advisors bought 6,181 Mizuho Financial shares in Q2 2026, an estimated $55.5K.
  • Mizuho Financial made up 0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #700 holding.
  • United Capital Financial Advisors first reported a position in Mizuho Financial in Q1 2014 and has held it in 23 quarters since.
  • 462 funds tracked by Wall St. Rank held Mizuho Financial as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.