AWE
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Avidian Wealth Enterprises’s Mizuho Financial MFG Stock Holding History

Avidian Wealth Enterprises’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 		$183K Buy
16,523
+4,131
+33% +$43.8K 0.01% 729
2026
Q2 		$119K Buy
+12,392
New +$111K ﹤0.01% 725

Other funds holding MFG

AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
GWSA
Global Wealth Strategies & Associates Denver, Colorado $546M AUM 14.96% 1-Year Est. Return
GBT
Grove Bank & Trust Miami, Florida $1.01B AUM 19.76% 1-Year Est. Return

Avidian Wealth Enterprises's MFG Position: Q3 2026 in Review

Avidian Wealth Enterprises increased its Mizuho Financial (MFG) stake by 33% in Q3 2026, buying an estimated $43.8K and bringing the position to 16,523 shares worth $183K. The position accounts for 0.01% of the portfolio, ranked #729.

Avidian Wealth Enterprises first reported a position in MFG in Q2 2026 and has held it in 2 quarters since. 17 funds tracked by Wall St. Rank hold MFG as of Q3 2026.

  • Avidian Wealth Enterprises held 16,523 shares of Mizuho Financial worth $183K as of Q3 2026.
  • Avidian Wealth Enterprises bought 4,131 Mizuho Financial shares in Q3 2026, an estimated $43.8K.
  • Mizuho Financial made up 0.01% of Avidian Wealth Enterprises's portfolio in Q3 2026, its #729 holding.
  • Avidian Wealth Enterprises first reported a position in Mizuho Financial in Q2 2026 and has held it in 2 quarters since.
  • 17 funds tracked by Wall St. Rank held Mizuho Financial as of Q3 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2026, filed 8 Oct 2026.