AssetMark Inc
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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
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 		$9.68K 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

Other funds holding MFG

AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
AAM
Augustine Asset Management Jacksonville, Florida $494M AUM 76.22% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
EI
Ethic Inc New York $8.02B AUM 45.39% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

AssetMark Inc's MFG Position: Q2 2026 in Review

AssetMark Inc increased its Mizuho Financial (MFG) stake by 26% in Q2 2026, buying an estimated $713K and bringing the position to 383,192 shares worth $3.67M. The position accounts for 0.01% of the portfolio, ranked #816.

AssetMark Inc first reported a position in MFG in Q4 2015 and has held it in 23 quarters since. 167 funds tracked by Wall St. Rank hold MFG as of Q2 2026.

  • AssetMark Inc held 383,192 shares of Mizuho Financial worth $3.67M as of Q2 2026.
  • AssetMark Inc bought 79,414 Mizuho Financial shares in Q2 2026, an estimated $713K.
  • Mizuho Financial made up 0.01% of AssetMark Inc's portfolio in Q2 2026, its #816 holding.
  • AssetMark Inc first reported a position in Mizuho Financial in Q4 2015 and has held it in 23 quarters since.
  • 167 funds tracked by Wall St. Rank held Mizuho Financial as of Q2 2026.

Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.