West Branch Capital’s Mizuho Financial MFG Stock Holding History

West Branch Capital’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 Q2	–	Sell	-29	Closed	-$160	–	512
2025 Q1	$160	Hold	29	–	–	﹤0.01%	485
2024 Q4	$142	Hold	29	–	–	﹤0.01%	501
2024 Q3	$122	Buy	+29	New	+$121	﹤0.01%	520

Other funds holding MFG

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

West Branch Capital's MFG Position: Q2 2025 in Review

West Branch Capital sold out of Mizuho Financial (MFG) in Q2 2025, closing a stake of 29 shares — an estimated $160 sold.

West Branch Capital first reported a position in MFG in Q3 2024 and held it in 3 quarters. The position peaked at $160 in Q1 2025. 322 funds tracked by Wall St. Rank hold MFG as of Q2 2025.

West Branch Capital reported no remaining Mizuho Financial position as of Q2 2025 after selling out during the quarter.
West Branch Capital sold 29 Mizuho Financial shares in Q2 2025, an estimated $160.
West Branch Capital first reported a position in Mizuho Financial in Q3 2024 and held it in 3 quarters.
West Branch Capital's Mizuho Financial position peaked at $160 in Q1 2025.
322 funds tracked by Wall St. Rank held Mizuho Financial as of Q2 2025.

Based on West Branch Capital's 13F filing for Q2 2025, filed 16 Jul 2025.