AWM
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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
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

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
CBU
CIBC Bancorp USA Chicago, Illinois $74.4B AUM
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Aprio Wealth Management's MFG Position: Q1 2026 in Review

Aprio Wealth Management increased its Mizuho Financial (MFG) stake by 4.8% in Q1 2026, buying an estimated $15.1K and bringing the position to 39,121 shares worth $311K. The position accounts for 0.02% of the portfolio, ranked #473.

Aprio Wealth Management first reported a position in MFG in Q3 2023 and has held it in 11 quarters since. 420 funds tracked by Wall St. Rank hold MFG as of Q1 2026.

  • Aprio Wealth Management held 39,121 shares of Mizuho Financial worth $311K as of Q1 2026.
  • Aprio Wealth Management bought 1,783 Mizuho Financial shares in Q1 2026, an estimated $15.1K.
  • Mizuho Financial made up 0.02% of Aprio Wealth Management's portfolio in Q1 2026, its #473 holding.
  • Aprio Wealth Management first reported a position in Mizuho Financial in Q3 2023 and has held it in 11 quarters since.
  • 420 funds tracked by Wall St. Rank held Mizuho Financial as of Q1 2026.

Based on Aprio Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.