Carter Financial Group, INC.
Position in MFG — Mizuho Financial Group Inc
CIK 1919749
Barrington, IL
Position in MFG
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$121,579
-$26,611 QoQ
Shares Held
12,691
-42.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#302
of 459 holders
Holding Since
Sep 2025
2 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, 2026Carter Financial Group, INC. holds $179,954 across 2 Banks - Regional names. MFG ranks #1 (67.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MFG |
Mizuho Financial Group Inc
This page
|
12,691 | $121,579 | |
| 2 | LYG |
Lloyds Banking Group plc
|
10,013 | $58,375 |
All Filings in MFG
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $121,579 | 12,691 | Shares | Sole | 2026-07-30 | |
| 2025-09-30 | $148,190 | 22,118 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||