James T. Borello RIA
MFG icon

James T. Borello RIA’s Mizuho Financial MFG Stock Holding History

James T. Borello RIA’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
Q3 		$74.7K Hold
6,758
– – 0.02% 202
2026
Q2 		$64.7K Hold
6,758
– – 0.01% 210
2026
Q1 		$53.7K Buy
6,758
+6,655
+6,461% +$56.4K 0.01% 214
2025
Q4 		$754 Buy
+103
New +$704 ﹤0.01% 899

Other funds holding MFG

Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
Augustine Asset Management
Augustine Asset Management Jacksonville, Florida $464M AUM 16.89% 1-Year Est. Return
Crossmark Global Holdings
Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return
Quadrant Capital Group
Quadrant Capital Group Cincinnati, Ohio $3.7B AUM 33.76% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
SignatureFD
SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return
Evergreen Capital Management
Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return
Aaron Wealth Advisors
Aaron Wealth Advisors Chicago, Illinois $2.04B AUM 32.69% 1-Year Est. Return

James T. Borello RIA's MFG Position: Q3 2026 in Review

James T. Borello RIA held its Mizuho Financial (MFG) position steady in Q3 2026 at 6,758 shares worth $74.7K. The position accounts for 0.02% of the portfolio, ranked #202.

James T. Borello RIA first reported a position in MFG in Q4 2025 and has held it in 4 quarters since. 118 funds tracked by Wall St. Rank hold MFG as of Q3 2026.

  • James T. Borello RIA held 6,758 shares of Mizuho Financial worth $74.7K as of Q3 2026.
  • James T. Borello RIA left its Mizuho Financial share count unchanged in Q3 2026.
  • Mizuho Financial made up 0.02% of James T. Borello RIA's portfolio in Q3 2026, its #202 holding.
  • James T. Borello RIA first reported a position in Mizuho Financial in Q4 2025 and has held it in 4 quarters since.
  • 118 funds tracked by Wall St. Rank held Mizuho Financial as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.