AWM
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Avior Wealth Management’s Mizuho Financial MFG Stock Holding History

Avior 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 		$120K Buy
+12,491
New +$112K ﹤0.01% 777
2025
Q1 		– Sell
-1,167
Closed -$5.71K – 1692
2024
Q4 		$5.71K Hold
1,167
– – ﹤0.01% 1819
2024
Q3 		$4.88K Hold
1,167
– – ﹤0.01% 1788
2024
Q2 		$4.94K Hold
1,167
– – ﹤0.01% 1726
2024
Q1 		$4.64K Buy
+1,167
New +$4.36K ﹤0.01% 2104
2020
Q1 		– Sell
-585
Closed -$1K – 853
2019
Q4 		$1K Buy
+585
New +$1.82K ﹤0.01% 756

Other funds holding MFG

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
AWA
Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Avior Wealth Management opened a new position in Mizuho Financial (MFG) in Q2 2026: 12,491 shares worth $120K. The stake represents ﹤0.01% of the portfolio and ranks #777 among its holdings. This is a return to the name: Avior Wealth Management previously reported a position in MFG as recently as Q4 2024.

Avior Wealth Management first reported a position in MFG in Q4 2019 and has held it in 6 quarters since. 69 funds tracked by Wall St. Rank hold MFG as of Q2 2026.

  • Avior Wealth Management held 12,491 shares of Mizuho Financial worth $120K as of Q2 2026.
  • Mizuho Financial was a new Avior Wealth Management position in Q2 2026.
  • Mizuho Financial made up ﹤0.01% of Avior Wealth Management's portfolio in Q2 2026, its #777 holding.
  • Avior Wealth Management first reported a position in Mizuho Financial in Q4 2019 and has held it in 6 quarters since.
  • 69 funds tracked by Wall St. Rank held Mizuho Financial as of Q2 2026.

Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.