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Valeo Financial Advisors’s Mizuho Financial MFG Stock Holding History

Valeo 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
Q3 		$475K Buy
42,968
+6,948
+19% +$73.7K 0.01% 476
2026
Q2 		$345K Buy
36,020
+5,325
+17% +$47.8K 0.01% 570
2026
Q1 		$244K Sell
30,695
-21,485
-41% -$182K 0.01% 628
2025
Q4 		$382K Buy
52,180
+4,837
+10% +$33.1K 0.01% 542
2025
Q3 		$317K Buy
47,343
+2,957
+7% +$18.4K 0.01% 591
2025
Q2 		$247K Buy
44,386
+1,214
+3% +$6.3K 0.01% 641
2025
Q1 		$238K Buy
43,172
+8,251
+24% +$45.4K 0.01% 594
2024
Q4 		$171K Sell
34,921
-708
-2% -$3.27K ﹤0.01% 674
2024
Q3 		$149K Buy
35,629
+2,331
+7% +$9.74K ﹤0.01% 667
2024
Q2 		$141K Hold
33,298
– – ﹤0.01% 625
2024
Q1 		$130K Hold
33,298
– – ﹤0.01% 624
2023
Q4 		$115K Buy
33,298
+594
+2% +$2.02K ﹤0.01% 609
2023
Q3 		$112K Buy
32,704
+470
+1% +$1.56K 0.01% 585
2023
Q2 		$99K Hold
32,234
– – ﹤0.01% 568
2023
Q1 		$90.9K Buy
32,234
+430
+1% +$1.31K ﹤0.01% 579
2022
Q4 		$90.3K Buy
+31,804
New +$75K 0.01% 511
2018
Q4 		– Sell
-2,362
Closed -$8K – 1628
2018
Q3 		$8K Buy
+2,362
New +$8.24K ﹤0.01% 1044

Other funds holding MFG

AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
RA
Riversedge Advisors Wilmington, Delaware $813M AUM 18.09% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return

Valeo Financial Advisors's MFG Position: Q3 2026 in Review

Valeo Financial Advisors increased its Mizuho Financial (MFG) stake by 19% in Q3 2026, buying an estimated $73.7K and bringing the position to 42,968 shares worth $475K. The position accounts for 0.01% of the portfolio, ranked #476.

Valeo Financial Advisors first reported a position in MFG in Q3 2018 and has held it in 17 quarters since. 20 funds tracked by Wall St. Rank hold MFG as of Q3 2026.

  • Valeo Financial Advisors held 42,968 shares of Mizuho Financial worth $475K as of Q3 2026.
  • Valeo Financial Advisors bought 6,948 Mizuho Financial shares in Q3 2026, an estimated $73.7K.
  • Mizuho Financial made up 0.01% of Valeo Financial Advisors's portfolio in Q3 2026, its #476 holding.
  • Valeo Financial Advisors first reported a position in Mizuho Financial in Q3 2018 and has held it in 17 quarters since.
  • 20 funds tracked by Wall St. Rank held Mizuho Financial as of Q3 2026.

Based on Valeo Financial Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.