AWA
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Aaron Wealth Advisors’s Mizuho Financial MFG Stock Holding History

Aaron Wealth Advisors’s Portfolio MFG Stock Details MFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$2.45M Buy
221,313
+7,374
+3% +$78.3K 0.12% 104
2026
Q2 		$2.05M Buy
213,939
+51,016
+31% +$458K 0.1% 125
2026
Q1 		$1.29M Buy
162,923
+28,959
+22% +$245K 0.07% 172
2025
Q4 		$981K Buy
133,964
+26,104
+24% +$178K 0.05% 250
2025
Q3 		$723K Buy
107,860
+1,569
+1% +$9.79K 0.04% 313
2025
Q2 		$591K Sell
106,291
-507
-0.5% -$2.63K 0.06% 200
2025
Q1 		$588K Buy
106,798
+4,115
+4% +$22.6K 0.07% 185
2024
Q4 		$502K Buy
102,683
+11,520
+13% +$53.2K 0.06% 198
2024
Q3 		$381K Buy
91,163
+14,698
+19% +$61.4K 0.05% 245
2024
Q2 		$323K Buy
76,465
+8,483
+12% +$33.6K 0.04% 221
2024
Q1 		$271K Buy
+67,982
New +$254K 0.04% 237
2022
Q2 		– Sell
-5,479
Closed -$14.1K – 578
2022
Q1 		$14.1K Buy
+5,479
New +$15K ﹤0.01% 723

Other funds holding MFG

Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
AAM
Augustine Asset Management Jacksonville, Florida $464M AUM 16.89% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
BCG
BayBridge Capital Group Pleasanton, California $190M AUM 13.08% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
HCA
Harbour Capital Advisors Tysons Corner, Virginia $548M AUM 37.76% 1-Year Est. Return

Aaron Wealth Advisors's MFG Position: Q3 2026 in Review

Aaron Wealth Advisors increased its Mizuho Financial (MFG) stake by 3.4% in Q3 2026, buying an estimated $78.3K and bringing the position to 221,313 shares worth $2.45M. The position accounts for 0.12% of the portfolio, ranked #104.

Aaron Wealth Advisors first reported a position in MFG in Q1 2022 and has held it in 12 quarters since. 48 funds tracked by Wall St. Rank hold MFG as of Q3 2026.

  • Aaron Wealth Advisors held 221,313 shares of Mizuho Financial worth $2.45M as of Q3 2026.
  • Aaron Wealth Advisors bought 7,374 Mizuho Financial shares in Q3 2026, an estimated $78.3K.
  • Mizuho Financial made up 0.12% of Aaron Wealth Advisors's portfolio in Q3 2026, its #104 holding.
  • Aaron Wealth Advisors first reported a position in Mizuho Financial in Q1 2022 and has held it in 12 quarters since.
  • 48 funds tracked by Wall St. Rank held Mizuho Financial as of Q3 2026.

Based on Aaron Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.