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Asset Dedication LLC’s Mizuho Financial MFG Stock Holding History

Asset Dedication LLC’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 		$2.76K Buy
347
+118
+52% +$999 ﹤0.01% 937
2025
Q4 		$1.68K Hold
229
– – ﹤0.01% 1017
2025
Q3 		$1.53K Buy
+229
New +$1.43K ﹤0.01% 1036

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

Asset Dedication LLC's MFG Position: Q1 2026 in Review

Asset Dedication LLC increased its Mizuho Financial (MFG) stake by 52% in Q1 2026, buying an estimated $999 and bringing the position to 347 shares worth $2.76K. The position accounts for ﹤0.01% of the portfolio, ranked #937.

Asset Dedication LLC first reported a position in MFG in Q3 2025 and has held it in 3 quarters since. 420 funds tracked by Wall St. Rank hold MFG as of Q1 2026.

  • Asset Dedication LLC held 347 shares of Mizuho Financial worth $2.76K as of Q1 2026.
  • Asset Dedication LLC bought 118 Mizuho Financial shares in Q1 2026, an estimated $999.
  • Mizuho Financial made up ﹤0.01% of Asset Dedication LLC's portfolio in Q1 2026, its #937 holding.
  • Asset Dedication LLC first reported a position in Mizuho Financial in Q3 2025 and has held it in 3 quarters since.
  • 420 funds tracked by Wall St. Rank held Mizuho Financial as of Q1 2026.

Based on Asset Dedication LLC's 13F filing for Q1 2026, filed 29 May 2026.