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Waverly Advisors’s Mizuho Financial MFG Stock Holding History

Waverly 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
Q1 		$195K Sell
24,583
-3,056
-11% -$25.9K ﹤0.01% 1495
2025
Q4 		$202K Buy
27,639
+16,664
+152% +$114K ﹤0.01% 1384
2025
Q3 		$73.5K Sell
10,975
-2,106
-16% -$13.1K ﹤0.01% 1263
2025
Q2 		$72.7K Sell
13,081
-2,631
-17% -$13.7K ﹤0.01% 1173
2025
Q1 		$86.6K Sell
15,712
-2,000
-11% -$11K ﹤0.01% 1092
2024
Q4 		$86.6K Buy
+17,712
New +$81.8K ﹤0.01% 969

Other funds holding MFG

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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
CBU
CIBC Bancorp USA Chicago, Illinois $74.4B AUM
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Waverly Advisors's MFG Position: Q1 2026 in Review

Waverly Advisors reduced its Mizuho Financial (MFG) stake by 11% in Q1 2026, selling an estimated $25.9K and leaving 24,583 shares worth $195K. The position accounts for ﹤0.01% of the portfolio, ranked #1495.

Waverly Advisors first reported a position in MFG in Q4 2024 and has held it in 6 quarters since. The position peaked at $202K in Q4 2025. 420 funds tracked by Wall St. Rank hold MFG as of Q1 2026.

  • Waverly Advisors held 24,583 shares of Mizuho Financial worth $195K as of Q1 2026.
  • Waverly Advisors sold 3,056 Mizuho Financial shares in Q1 2026, an estimated $25.9K.
  • Mizuho Financial made up ﹤0.01% of Waverly Advisors's portfolio in Q1 2026, its #1495 holding.
  • Waverly Advisors first reported a position in Mizuho Financial in Q4 2024 and has held it in 6 quarters since.
  • Waverly Advisors's Mizuho Financial position peaked at $202K in Q4 2025.
  • 420 funds tracked by Wall St. Rank held Mizuho Financial as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.