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
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

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
CBU
CIBC Bancorp USA Chicago, Illinois $82.3B AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Aprio Wealth Management's MFG Position: Q2 2026 in Review

Aprio Wealth Management increased its Mizuho Financial (MFG) stake by 16% in Q2 2026, buying an estimated $55.8K and bringing the position to 45,339 shares worth $434K. The position accounts for 0.02% of the portfolio, ranked #413.

Aprio Wealth Management first reported a position in MFG in Q3 2023 and has held it in 12 quarters since. 464 funds tracked by Wall St. Rank hold MFG as of Q2 2026.

  • Aprio Wealth Management held 45,339 shares of Mizuho Financial worth $434K as of Q2 2026.
  • Aprio Wealth Management bought 6,218 Mizuho Financial shares in Q2 2026, an estimated $55.8K.
  • Mizuho Financial made up 0.02% of Aprio Wealth Management's portfolio in Q2 2026, its #413 holding.
  • Aprio Wealth Management first reported a position in Mizuho Financial in Q3 2023 and has held it in 12 quarters since.
  • 464 funds tracked by Wall St. Rank held Mizuho Financial as of Q2 2026.

Based on Aprio Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.