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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
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

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

Valeo Financial Advisors's MFG Position: Q2 2026 in Review

Valeo Financial Advisors increased its Mizuho Financial (MFG) stake by 17% in Q2 2026, buying an estimated $47.8K and bringing the position to 36,020 shares worth $345K. The position accounts for 0.01% of the portfolio, ranked #570.

Valeo Financial Advisors first reported a position in MFG in Q3 2018 and has held it in 16 quarters since. The position peaked at $382K in Q4 2025. 460 funds tracked by Wall St. Rank hold MFG as of Q2 2026.

  • Valeo Financial Advisors held 36,020 shares of Mizuho Financial worth $345K as of Q2 2026.
  • Valeo Financial Advisors bought 5,325 Mizuho Financial shares in Q2 2026, an estimated $47.8K.
  • Mizuho Financial made up 0.01% of Valeo Financial Advisors's portfolio in Q2 2026, its #570 holding.
  • Valeo Financial Advisors first reported a position in Mizuho Financial in Q3 2018 and has held it in 16 quarters since.
  • Valeo Financial Advisors's Mizuho Financial position peaked at $382K in Q4 2025.
  • 460 funds tracked by Wall St. Rank held Mizuho Financial as of Q2 2026.

Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.