AssetMark Inc
MFG icon

AssetMark Inc’s Mizuho Financial MFG Stock Holding History

AssetMark Inc’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 		$5.1M Buy
461,220
+78,028
+20% +$828K 0.01% 741
2026
Q2 		$3.67M Buy
383,192
+79,414
+26% +$713K 0.01% 816
2026
Q1 		$2.41M Buy
303,778
+118,129
+64% +$1M ﹤0.01% 843
2025
Q4 		$1.36M Buy
185,649
+33,020
+22% +$226K ﹤0.01% 954
2025
Q3 		$1.02M Buy
152,629
+70,587
+86% +$440K ﹤0.01% 965
2025
Q2 		$456K Buy
82,042
+30,199
+58% +$157K ﹤0.01% 1065
2025
Q1 		$286K Buy
51,843
+36,786
+244% +$202K ﹤0.01% 1073
2024
Q4 		$73.6K Buy
15,057
+12,742
+550% +$58.8K ﹤0.01% 1314
2024
Q3 		$9.7K Buy
2,315
+189
+9% +$789 ﹤0.01% 1628
2024
Q2 		$8.99K Buy
+2,126
New +$8.43K ﹤0.01% 1514
2023
Q2 		– Sell
-21,933
Closed -$61.9K – 1636
2023
Q1 		$61.9K Buy
21,933
+14,566
+198% +$44.5K ﹤0.01% 979
2022
Q4 		$20.9K Buy
+7,367
New +$17.4K ﹤0.01% 1196
2022
Q2 		– Sell
-4,967
Closed -$13K – 1614
2022
Q1 		$13K Buy
4,967
+3,231
+186% +$8.85K ﹤0.01% 1158
2021
Q4 		$4K Buy
+1,736
New +$4.58K ﹤0.01% 1272
2019
Q2 		– Sell
-5,021
Closed -$15K – 1394
2019
Q1 		$15K Buy
5,021
+756
+18% +$2.37K ﹤0.01% 932
2018
Q4 		$13K Sell
4,265
-490
-10% -$1.62K ﹤0.01% 969
2018
Q3 		$17K Buy
4,755
+872
+22% +$3.04K ﹤0.01% 959
2018
Q2 		$13K Buy
3,883
+457
+13% +$1.63K ﹤0.01% 1001
2018
Q1 		$13K Sell
3,426
-366
-10% -$1.38K ﹤0.01% 1001
2017
Q4 		$14K Buy
3,792
+1,282
+51% +$4.63K ﹤0.01% 1061
2017
Q3 		$9K Buy
2,510
+1,301
+108% +$4.57K ﹤0.01% 1049
2017
Q2 		$4K Buy
1,209
+910
+304% +$3.29K ﹤0.01% 1138
2017
Q1 		$1K Buy
+299
New +$1.11K ﹤0.01% 1210
2016
Q1 		– Sell
-63,102
Closed -$255K – 1319
2015
Q4 		$255K Buy
+63,102
New +$256K ﹤0.01% 406

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Crossmark Global Holdings
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Quadrant Capital Group
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Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Vise Technologies
Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return
SignatureFD
SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return
Factory Mutual Insurance
Factory Mutual Insurance Waltham, Massachusetts $11.2B AUM 26.8% 1-Year Est. Return
Evergreen Capital Management
Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return

AssetMark Inc's MFG Position: Q3 2026 in Review

AssetMark Inc increased its Mizuho Financial (MFG) stake by 20% in Q3 2026, buying an estimated $828K and bringing the position to 461,220 shares worth $5.1M. The position accounts for 0.01% of the portfolio, ranked #741.

AssetMark Inc first reported a position in MFG in Q4 2015 and has held it in 24 quarters since. 169 funds tracked by Wall St. Rank hold MFG as of Q3 2026.

  • AssetMark Inc held 461,220 shares of Mizuho Financial worth $5.1M as of Q3 2026.
  • AssetMark Inc bought 78,028 Mizuho Financial shares in Q3 2026, an estimated $828K.
  • Mizuho Financial made up 0.01% of AssetMark Inc's portfolio in Q3 2026, its #741 holding.
  • AssetMark Inc first reported a position in Mizuho Financial in Q4 2015 and has held it in 24 quarters since.
  • 169 funds tracked by Wall St. Rank held Mizuho Financial as of Q3 2026.

Based on AssetMark Inc's 13F filing for Q3 2026, filed 21 Oct 2026.