WPW
MFG icon

Waldron Private Wealth’s Mizuho Financial MFG Stock Holding History

Waldron Private 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
2025
Q1 		– Sell
-15,680
Closed -$76.7K – 372
2024
Q4 		$76.7K Hold
15,680
– – ﹤0.01% 410
2024
Q3 		$65.5K Buy
15,680
+2,150
+16% +$8.98K ﹤0.01% 429
2024
Q2 		$57.2K Hold
13,530
– – ﹤0.01% 410
2024
Q1 		$53.8K Buy
13,530
+2,065
+18% +$7.71K ﹤0.01% 417
2023
Q4 		$39.4K Sell
11,465
-320
-3% -$1.09K ﹤0.01% 409
2023
Q3 		$40.4K Buy
+11,785
New +$39.2K ﹤0.01% 369
2023
Q2 		– Sell
-10,140
Closed -$28.6K – 410
2023
Q1 		$28.6K Buy
+10,140
New +$31K ﹤0.01% 412

Other funds holding MFG

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Waldron Private Wealth's MFG Position: Q1 2025 in Review

Waldron Private Wealth sold out of Mizuho Financial (MFG) in Q1 2025, closing a stake of 15,680 shares — an estimated $76.7K sold.

Waldron Private Wealth first reported a position in MFG in Q1 2023 and held it in 7 quarters. The position peaked at $76.7K in Q4 2024. 293 funds tracked by Wall St. Rank hold MFG as of Q1 2025.

  • Waldron Private Wealth reported no remaining Mizuho Financial position as of Q1 2025 after selling out during the quarter.
  • Waldron Private Wealth sold 15,680 Mizuho Financial shares in Q1 2025, an estimated $76.7K.
  • Waldron Private Wealth first reported a position in Mizuho Financial in Q1 2023 and held it in 7 quarters.
  • Waldron Private Wealth's Mizuho Financial position peaked at $76.7K in Q4 2024.
  • 293 funds tracked by Wall St. Rank held Mizuho Financial as of Q1 2025.

Based on Waldron Private Wealth's 13F filing for Q1 2025, filed 8 May 2025.