Allied Private Wealth’s Mizuho Financial MFG Stock Holding History

Allied Private Wealth’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 Q2	$3.54K	Buy	+346	New	+$3.11K	﹤0.01%	655

Other funds holding MFG

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return

55 North Private Wealth Winter Park, Florida $508M AUM

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

Mayflower Financial Advisors Boston, Massachusetts $1.16B AUM 24.36% 1-Year Est. Return

Hilltop National Bank Casper, Wyoming $468M AUM 36.09% 1-Year Est. Return

Barry Investment Advisors New Bedford, Massachusetts $478M AUM 23.65% 1-Year Est. Return

Fiduciary Financial Group San Rafael, California $882M AUM 23.98% 1-Year Est. Return