Position in MFG
as of Mar 31, 2026
· filed Apr 10, 2026
Position Value
$2,137,987
+$224,020 QoQ
Shares Held
269,268
+3.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2023
13 quarters on record
Voting authority
Sole 93.88973067724349.ToString("F0")%
Shared 0.ToString("F0")%
None 6.11026932275651.ToString("F0")%
Common Shares in MFG Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026Naviter Wealth, LLC holds $12,374,823 across 9 Banks - Regional names. MFG ranks #2 (17.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | OZK |
Bank OZK
|
53,704 | $2,464,476 | |
| 2 | MFG |
Mizuho Financial Group Inc
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|
269,268 | $2,137,987 | |
| 3 | LYG |
Lloyds Banking Group plc
|
367,861 | $1,850,340 | |
| 4 | HDB |
Hdfc Bank Ltd
|
70,968 | $1,765,683 | |
| 5 | IBN |
Icici Bank Ltd
|
55,081 | $1,426,597 | |
| 6 | NWG |
NatWest Group plc
|
54,129 | $806,522 | |
| 7 | SFNC |
Simmons First National Corp
|
39,461 | $767,516 | |
| 8 | ITUB |
Itau Unibanco Holding S.A.
|
78,193 | $655,257 |
All Filings in MFG
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,137,987 | 269,268 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $1,913,967 | 261,471 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $2,073,717 | 309,510 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $1,668,767 | 300,138 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $1,584,929 | 287,646 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $1,397,028 | 285,691 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $1,206,398 | 288,612 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $1,261,001 | 298,109 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $1,086,460 | 272,980 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $850,839 | 247,337 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $680,755 | 198,471 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $582,090 | 189,606 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $470,514 | 166,849 | Shares | Sole | 2023-04-12 | |
| No filing history on record for this holder in this stock. | ||||||