Aprio Wealth Management
MFG icon

Aprio Wealth Management’s Mizuho Financial MFG Stock Holding History

Aprio Wealth Management’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 		$557K Buy
50,387
+5,048
+11% +$53.6K 0.03% 389
2026
Q2 		$434K Buy
45,339
+6,218
+16% +$55.8K 0.02% 413
2026
Q1 		$311K Buy
39,121
+1,783
+5% +$15.1K 0.02% 473
2025
Q4 		$273K Buy
37,338
+1,650
+5% +$11.3K 0.02% 460
2025
Q3 		$239K Buy
35,688
+2,257
+7% +$14.1K 0.02% 382
2025
Q2 		$186K Sell
33,431
-6,072
-15% -$31.5K 0.02% 393
2025
Q1 		$218K Buy
39,503
+13,020
+49% +$71.6K 0.03% 343
2024
Q4 		$130K Buy
26,483
+5,916
+29% +$27.3K 0.02% 308
2024
Q3 		$86K Buy
20,567
+1,083
+6% +$4.52K 0.01% 283
2024
Q2 		$82.4K Buy
19,484
+2,133
+12% +$8.46K 0.02% 256
2024
Q1 		$69.1K Buy
17,351
+4,935
+40% +$18.4K 0.01% 239
2023
Q4 		$42.7K Sell
12,416
-2,033
-14% -$6.91K 0.01% 202
2023
Q3 		$49.6K Buy
+14,449
New +$48K 0.01% 180

Other funds holding MFG

Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Augustine Asset Management
Augustine Asset Management Jacksonville, Florida $464M AUM 16.89% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Crossmark Global Holdings
Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return
Quadrant Capital Group
Quadrant Capital Group Cincinnati, Ohio $3.7B AUM 33.76% 1-Year Est. Return

Aprio Wealth Management's MFG Position: Q3 2026 in Review

Aprio Wealth Management increased its Mizuho Financial (MFG) stake by 11% in Q3 2026, buying an estimated $53.6K and bringing the position to 50,387 shares worth $557K. The position accounts for 0.03% of the portfolio, ranked #389.

Aprio Wealth Management first reported a position in MFG in Q3 2023 and has held it in 13 quarters since. 271 funds tracked by Wall St. Rank hold MFG as of Q3 2026.

  • Aprio Wealth Management held 50,387 shares of Mizuho Financial worth $557K as of Q3 2026.
  • Aprio Wealth Management bought 5,048 Mizuho Financial shares in Q3 2026, an estimated $53.6K.
  • Mizuho Financial made up 0.03% of Aprio Wealth Management's portfolio in Q3 2026, its #389 holding.
  • Aprio Wealth Management first reported a position in Mizuho Financial in Q3 2023 and has held it in 13 quarters since.
  • 271 funds tracked by Wall St. Rank held Mizuho Financial as of Q3 2026.

Based on Aprio Wealth Management's 13F filing for Q3 2026, filed 28 Oct 2026.