Strategic Global Advisors, LLC MFG MIZUHO FINANCIAL GROUP INC

Ownership history in Strategic Global Advisors, LLC  ·  4 quarters on record

AI Ownership Summary

Strategic Global Advisors, LLC reported MIZUHO FINANCIAL GROUP INC (MFG) in 4 quarterly 13F filings from 2025 Q3 through 2026 Q2. Peak portfolio weight reached 0.28% in 2026 Q2. The latest visible filing shows MFG at 0.28% 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 Strategic Global Advisors, 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 Q2

MFG was reported at 0.28% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.28% in 2026 Q2

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

Time in book
Holding Window
2025 Q3 to 2026 Q2

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.

How Strategic Global Advisors, 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 4 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED 191,715 +73,274 +61.9% 0.28% $2.0M 2026-08-14 $10.87
2026 Q1 ADDED 118,441 +23,714 +25.0% 0.15% $940K 2026-05-15 $8.69
2025 Q4 ADDED 94,727 +10,640 +12.7% 0.11% $693K 2026-02-13 $9.90
2025 Q3 INITIATED 84,087 0.09% $563K 2025-11-14 $7.05

FAQ About Strategic Global Advisors, 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 Strategic Global Advisors, LLC reported owning MFG?

Strategic Global Advisors, LLC reported MFG across 4 quarterly 13F filings, from 2025 Q3 through 2026 Q2.

What was the largest reported MFG position in Strategic Global Advisors, LLC's portfolio?

The largest reported portfolio weight for MFG was 0.28% in 2026 Q2.

What is the latest reported MFG position on this page?

The most recent filing on this page is 2026 Q2, when Strategic Global Advisors, LLC reported 191,715 shares, equal to 0.28% of portfolio, with an estimated market value of $2.0M.

What does the chart on this MFG ownership page compare?

The chart compares Strategic Global Advisors, 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 Strategic Global Advisors, LLC time their MFG position?

Based on 13F filing dates vs. subsequent MFG price moves, Strategic Global Advisors, LLC correctly timed 2 out of 3 reported position changes (67%). The annualised alpha on MFG relative to SPY over the holding period was +14404.6%.

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