Whittier Trust’s Mizuho Financial MFG Stock Holding History

Whittier Trust’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	–	Sell	-1,240	Closed	-$6.89K	–	1525
2025 Q2	$6.89K	Buy	+1,240	New	+$6.43K	﹤0.01%	1294
2024 Q3	–	Sell	-685	Closed	-$2.9K	–	1570
2024 Q2	$2.9K	Buy	+685	New	+$2.72K	﹤0.01%	1400

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

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

Lazard Asset Management New York $60.8B AUM 22.47% 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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Whittier Trust's MFG Position: Q3 2025 in Review

Whittier Trust sold out of Mizuho Financial (MFG) in Q3 2025, closing a stake of 1,240 shares — an estimated $6.89K sold.

Whittier Trust first reported a position in MFG in Q2 2024 and held it in 2 quarters. The position peaked at $6.89K in Q2 2025. 342 funds tracked by Wall St. Rank hold MFG as of Q3 2025.

Whittier Trust reported no remaining Mizuho Financial position as of Q3 2025 after selling out during the quarter.
Whittier Trust sold 1,240 Mizuho Financial shares in Q3 2025, an estimated $6.89K.
Whittier Trust first reported a position in Mizuho Financial in Q2 2024 and held it in 2 quarters.
Whittier Trust's Mizuho Financial position peaked at $6.89K in Q2 2025.
342 funds tracked by Wall St. Rank held Mizuho Financial as of Q3 2025.

Based on Whittier Trust's 13F filing for Q3 2025, filed 31 Oct 2025.