Position in MFG
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$5,735,421
+$1,284,774 QoQ
Shares Held
598,687
+6.8% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#3
of 45 holders
Holding Since
Mar 2020
11 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in MFG Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Gradient Investments LLC holds $83,921,616 across 17 Banks - Regional names. MFG ranks #5 (6.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KEY |
Keycorp /New/
|
959,843 | $22,124,381 | |
| 2 | USB |
US Bancorp De
|
279,287 | $16,868,934 | |
| 3 | NWG |
NatWest Group plc
|
349,922 | $6,169,124 | |
| 4 | LYG |
Lloyds Banking Group plc
|
1,038,552 | $6,054,758 | |
| 5 | MFG |
Mizuho Financial Group Inc
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|
598,687 | $5,735,421 | |
| 6 | KB |
KB Financial Group Inc.
|
52,942 | $5,556,792 | |
| 7 | DB |
Deutsche Bank Aktiengesellschaft
|
160,989 | $5,434,988 | |
| 8 | PNFP |
Pinnacle Financial Partners, Inc.
|
46,256 | $4,666,305 |
All Filings in MFG
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,735,421 | 598,687 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $4,450,647 | 560,535 | Shares | Sole | 2026-04-13 | |
| 2023-12-31 | $1,678 | 488 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $1,673 | 488 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $1,498 | 488 | Shares | Sole | 2023-07-11 | |
| 2021-06-30 | $2,071 | 727 | Shares | Sole | 2021-07-12 | |
| 2021-03-31 | $2,115 | 727 | Shares | Sole | 2021-04-21 | |
| 2020-12-31 | $444,192 | 174,193 | Shares | Sole | 2021-01-08 | |
| 2020-09-30 | $489,702 | 192,040 | Shares | Sole | 2020-10-06 | |
| 2020-06-30 | $511,312 | 207,009 | Shares | Sole | 2020-07-10 | |
| 2020-03-31 | $1,061,694 | 459,608 | Shares | Sole | 2020-04-07 | |
| No filing history on record for this holder in this stock. | ||||||