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West Family Investments’s Mizuho Financial MFG Stock Holding History

West Family Investments’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 		$688K Buy
71,823
+16,168
+29% +$145K 0.2% 115
2026
Q1 		$442K Sell
55,655
-43,248
-44% -$366K 0.15% 125
2025
Q4 		$724K Buy
98,903
+9,205
+10% +$62.9K 0.17% 118
2025
Q3 		$601K Buy
89,698
+12,905
+17% +$80.5K 0.13% 141
2025
Q2 		$427K Buy
76,793
+22,917
+43% +$119K 0.11% 193
2025
Q1 		$297K Sell
53,876
-33,247
-38% -$183K 0.11% 172
2024
Q4 		$426K Sell
87,123
-3,845
-4% -$17.8K 0.15% 141
2024
Q3 		$380K Buy
90,968
+10,648
+13% +$44.5K 0.13% 161
2024
Q2 		$340K Sell
80,320
-2,720
-3% -$10.8K 0.1% 160
2024
Q1 		$330K Sell
83,040
-1,005
-1% -$3.75K 0.1% 161
2023
Q4 		$289K Hold
84,045
– – 0.1% 159
2023
Q3 		$288K Sell
84,045
-10,575
-11% -$35.2K 0.1% 167
2023
Q2 		$290K Sell
94,620
-3,030
-3% -$8.99K 0.11% 161
2023
Q1 		$275K Sell
97,650
-8,525
-8% -$26.1K 0.11% 141
2022
Q4 		$302K Buy
106,175
+43,735
+70% +$103K 0.1% 160
2022
Q3 		$138K Buy
62,440
+25,815
+70% +$60K 0.06% 205
2022
Q2 		$82K Sell
36,625
-134,265
-79% -$317K 0.03% 217
2022
Q1 		$439K Buy
170,890
+40,795
+31% +$112K 0.12% 135
2021
Q4 		$332K Sell
130,095
-2,055
-2% -$5.42K 0.09% 183
2021
Q3 		$375K Buy
132,150
+69,375
+111% +$200K 0.1% 181
2021
Q2 		$179K Buy
+62,775
New +$187K 0.05% 330

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

West Family Investments's MFG Position: Q2 2026 in Review

West Family Investments increased its Mizuho Financial (MFG) stake by 29% in Q2 2026, buying an estimated $145K and bringing the position to 71,823 shares worth $688K. The position accounts for 0.2% of the portfolio, ranked #115.

West Family Investments first reported a position in MFG in Q2 2021 and has held it in 21 quarters since. The position peaked at $724K in Q4 2025. 460 funds tracked by Wall St. Rank hold MFG as of Q2 2026.

  • West Family Investments held 71,823 shares of Mizuho Financial worth $688K as of Q2 2026.
  • West Family Investments bought 16,168 Mizuho Financial shares in Q2 2026, an estimated $145K.
  • Mizuho Financial made up 0.2% of West Family Investments's portfolio in Q2 2026, its #115 holding.
  • West Family Investments first reported a position in Mizuho Financial in Q2 2021 and has held it in 21 quarters since.
  • West Family Investments's Mizuho Financial position peaked at $724K in Q4 2025.
  • 460 funds tracked by Wall St. Rank held Mizuho Financial as of Q2 2026.

Based on West Family Investments's 13F filing for Q2 2026, filed 10 Aug 2026.