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Wealthspire Advisors (New York)’s Mizuho Financial MFG Stock Holding History

Wealthspire Advisors (New York)’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 		– Sell
-40,629
Closed -$297K – 1038
2025
Q4 		$297K Buy
40,629
+39,654
+4,067% +$271K ﹤0.01% 801
2025
Q3 		$6.53K Buy
+975
New +$6.08K ﹤0.01% 2225
2023
Q1 		– Sell
-26,143
Closed -$74.2K – 573
2022
Q4 		$74.2K Buy
+26,143
New +$61.6K ﹤0.01% 561
2021
Q2 		– Sell
-17,696
Closed -$51K – 549
2021
Q1 		$51K Hold
17,696
– – ﹤0.01% 697
2020
Q4 		$45K Buy
17,696
+430
+2% +$1.11K ﹤0.01% 574
2020
Q3 		$44K Buy
+17,266
New +$45.3K ﹤0.01% 324
2020
Q2 		– Sell
-15,975
Closed -$37K – 433
2020
Q1 		$37K Buy
15,975
+5,242
+49% +$14.3K ﹤0.01% 547
2019
Q4 		$33K Buy
+10,733
New +$33.4K ﹤0.01% 215
2019
Q1 		– Sell
-6,524
Closed -$20K – 501
2018
Q4 		$20K Buy
+6,524
New +$21.6K ﹤0.01% 339

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

Wealthspire Advisors (New York)'s MFG Position: Q1 2026 in Review

Wealthspire Advisors (New York) sold out of Mizuho Financial (MFG) in Q1 2026, closing a stake of 40,629 shares — an estimated $297K sold.

Wealthspire Advisors (New York) first reported a position in MFG in Q4 2018 and held it in 9 quarters. The position peaked at $297K in Q4 2025. 421 funds tracked by Wall St. Rank hold MFG as of Q1 2026.

  • Wealthspire Advisors (New York) reported no remaining Mizuho Financial position as of Q1 2026 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 40,629 Mizuho Financial shares in Q1 2026, an estimated $297K.
  • Wealthspire Advisors (New York) first reported a position in Mizuho Financial in Q4 2018 and held it in 9 quarters.
  • Wealthspire Advisors (New York)'s Mizuho Financial position peaked at $297K in Q4 2025.
  • 421 funds tracked by Wall St. Rank held Mizuho Financial as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.