Back to MZHOF
Concurrent Investment Advisors, LLC → MZHOF
Concurrent Investment Advisors, LLC MZHOF Position History
Mizuho Financial Group, Inc.
Quarters held
8
Latest value
$232K
Q3 2026
Peak value
$347K
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $28K |
| Q4 2025 | $70K |
| Q1 2026 | $229K |
| Q1 2026 | $68K |
| Q2 2026 | $334K |
| Q2 2026 | $158K |
| Q3 2026 | $347K |
| Q3 2026 | $232K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $232K | 21.0K | — | — |
| Q3 2026 | $347K | 31.4K | — | — |
| Q2 2026 | $158K | 16.5K | — | — |
| Q2 2026 | $334K | 34.9K | — | — |
| Q1 2026 | $68K | 8.6K | — | — |
| Q1 2026 | $229K | 28.8K | — | — |
| Q4 2025 | $70K | 9.6K | — | — |
| Q4 2025 | $28K | 3.8K | — | — |
Other funds holding MZHOF
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$204.2M
$181.3M
$171.5M
$171.5M