Position in MFG
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$145,893
+$33,646 QoQ
Shares Held
15,229
+7.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#278
of 458 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MFG Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Klingman & Associates, LLC holds $32,069,941 across 8 Banks - Regional names. MFG ranks #7 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CFG |
Citizens Financial Group Inc/Ri
|
409,912 | $28,722,533 | |
| 2 | UBSI |
United Bankshares Inc/Wv
|
35,398 | $1,622,290 | |
| 3 | TFC |
Truist Financial Corp
|
14,520 | $723,386 | |
| 4 | DB |
Deutsche Bank Aktiengesellschaft
|
8,547 | $288,546 | |
| 5 | PNC |
Pnc Financial Services Group, Inc.
|
1,129 | $277,982 | |
| 6 | USB |
US Bancorp De
|
3,508 | $211,883 | |
| 7 | MFG |
Mizuho Financial Group Inc
This page
|
15,229 | $145,893 | |
| 8 | LYG |
Lloyds Banking Group plc
|
13,281 | $77,428 |
All Filings in MFG
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $145,893 | 15,229 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $112,247 | 14,137 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $93,666 | 12,796 | Shares | Sole | 2026-01-29 | |
| No filing history on record for this holder in this stock. | ||||||