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Wealthstream Advisors’s Mizuho Financial MFG Stock Holding History

Wealthstream 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
2025
Q3 		$204K Buy
30,495
+3,913
+15% +$24.4K 0.03% 183
2025
Q2 		$148K Sell
26,582
-376
-1% -$1.95K 0.02% 173
2025
Q1 		$149K Sell
26,958
-202
-0.7% -$1.11K 0.03% 153
2024
Q4 		$133K Buy
27,160
+2,552
+10% +$11.8K 0.02% 155
2024
Q3 		$103K Sell
24,608
-1,136
-4% -$4.75K 0.02% 155
2024
Q2 		$109K Buy
25,744
+2,223
+9% +$8.81K 0.04% 141
2024
Q1 		$93.6K Buy
23,521
+1,426
+6% +$5.32K 0.04% 145
2023
Q4 		$76K Buy
22,095
+2,345
+12% +$7.97K 0.03% 145
2023
Q3 		$67.7K Buy
19,750
+1,356
+7% +$4.51K 0.04% 105
2023
Q2 		$56.5K Buy
18,394
+7,435
+68% +$22.1K 0.03% 96
2023
Q1 		$30.9K Buy
10,959
+823
+8% +$2.52K 0.02% 78
2022
Q4 		$28.8K Sell
10,136
-11,349
-53% -$26.7K 0.02% 77
2022
Q3 		$47K Buy
+21,485
New +$50K 0.05% 65
2022
Q2 		– Sell
-12,326
Closed -$32K – 74
2022
Q1 		$32K Buy
+12,326
New +$33.8K 0.03% 70

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
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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Wealthstream Advisors's MFG Position: Q3 2025 in Review

Wealthstream Advisors increased its Mizuho Financial (MFG) stake by 15% in Q3 2025, buying an estimated $24.4K and bringing the position to 30,495 shares worth $204K. The position accounts for 0.03% of the portfolio, ranked #183.

Wealthstream Advisors first reported a position in MFG in Q1 2022 and has held it in 14 quarters since. 342 funds tracked by Wall St. Rank hold MFG as of Q3 2025.

  • Wealthstream Advisors held 30,495 shares of Mizuho Financial worth $204K as of Q3 2025.
  • Wealthstream Advisors bought 3,913 Mizuho Financial shares in Q3 2025, an estimated $24.4K.
  • Mizuho Financial made up 0.03% of Wealthstream Advisors's portfolio in Q3 2025, its #183 holding.
  • Wealthstream Advisors first reported a position in Mizuho Financial in Q1 2022 and has held it in 14 quarters since.
  • 342 funds tracked by Wall St. Rank held Mizuho Financial as of Q3 2025.

Based on Wealthstream Advisors's 13F filing for Q3 2025, filed 6 Nov 2025.