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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
Q2 		$244K Buy
25,492
+909
+4% +$8.16K ﹤0.01% 1530
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 $1.89T 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

Waverly Advisors's MFG Position: Q2 2026 in Review

Waverly Advisors increased its Mizuho Financial (MFG) stake by 3.7% in Q2 2026, buying an estimated $8.16K and bringing the position to 25,492 shares worth $244K. The position accounts for ﹤0.01% of the portfolio, ranked #1530.

Waverly Advisors first reported a position in MFG in Q4 2024 and has held it in 7 quarters since. 465 funds tracked by Wall St. Rank hold MFG as of Q2 2026.

  • Waverly Advisors held 25,492 shares of Mizuho Financial worth $244K as of Q2 2026.
  • Waverly Advisors bought 909 Mizuho Financial shares in Q2 2026, an estimated $8.16K.
  • Mizuho Financial made up ﹤0.01% of Waverly Advisors's portfolio in Q2 2026, its #1530 holding.
  • Waverly Advisors first reported a position in Mizuho Financial in Q4 2024 and has held it in 7 quarters since.
  • 465 funds tracked by Wall St. Rank held Mizuho Financial as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.