Abel Hall, LLC MFG — MIZUHO FINANCIAL GROUP INC

Ownership history in Abel Hall, LLC  ·  10 quarters on record

AI Ownership Summary

Abel Hall, LLC reported MIZUHO FINANCIAL GROUP INC (MFG) in 10 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.11% in 2026 Q1. The latest visible filing shows MFG at 0.11% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this MFG ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Abel Hall, LLC's position in MIZUHO FINANCIAL GROUP INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

MFG was reported at 0.11% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.11% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

MFG stock page Abel Hall, LLC fund profile Abel Hall, LLC full holdings
How Abel Hall, LLC held MFG — position size vs. price
% of Fund (quarterly)    MFG price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 63,045 +1,257 +2.0% 0.11% $501K 2026-04-28 $8.45
2025 Q4 ADDED — — — 61,788 +39,637 +178.9% 0.11% $452K 2026-02-17 $9.34
2025 Q3 ADDED — — — 22,151 +40 +0.2% 0.06% $148K 2025-11-17 $6.78
2025 Q2 REDUCED 29.2% +21.6% ❌ 22,111 -9,129 -29.2% 0.06% $123K 2025-07-23 $6.13
2025 Q1 ADDED — — — 31,240 +10,089 +47.7% 0.10% $172K 2025-05-06 $4.91
2024 Q4 ADDED — — — 21,151 +239 +1.1% 0.07% $103K 2025-01-23 $5.04
2024 Q3 ADDED — — — 20,912 +1,461 +7.5% 0.06% $87K 2024-11-15 $4.79
2024 Q2 ADDED — — — 19,451 +2,340 +13.7% 0.06% $82K 2024-07-25 $4.10
2024 Q1 ADDED — — — 17,111 +317 +1.9% 0.05% $68K 2024-05-08 $3.75
2023 Q4 INITIATED — — — 16,794 — — 0.05% $58K 2024-02-28 $3.50

🏢 Other funds also holding MFG

As of 2026 Q1 — sorted by position size

AUGUSTINE ASSET MANAGEMENT INC 3Y 7Y 1.47% Legacy Wealth Asset Management, LLC 3Y 0.39% Naviter Wealth, LLC 3Y 0.27% BayBridge Capital Group, LLC 0.21% FNY Investment Advisers, LLC 3Y 7Y 0.17% Five Oceans Advisors 3Y 0.14% Cromwell Holdings LLC 0.14% CHANNING GLOBAL ADVISORS, LLC 3Y 0.13% Harbour Capital Advisors, LLC 3Y 7Y 0.1% SmartHarvest Portfolios, LLC 0.09%

FAQ About Abel Hall, LLC and MFG

These are the practical questions this page is built to answer before you even open the full history table.

How long has Abel Hall, LLC reported owning MFG?

Abel Hall, LLC reported MFG across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported MFG position in Abel Hall, LLC's portfolio?

The largest reported portfolio weight for MFG was 0.11% in 2026 Q1.

What is the latest reported MFG position on this page?

The most recent filing on this page is 2026 Q1, when Abel Hall, LLC reported 63,045 shares, equal to 0.11% of portfolio, with an estimated market value of $501K.

What does the chart on this MFG ownership page compare?

The chart compares Abel Hall, LLC's quarterly MFG portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Abel Hall, LLC time their MFG position?

Based on 13F filing dates vs. subsequent MFG price moves, Abel Hall, LLC correctly timed 6 out of 9 reported position changes (67%). The annualised alpha on MFG relative to SPY over the holding period was +26.8%.

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