Axxcess Wealth Management’s Mizuho Financial MFG Stock Holding History

Axxcess 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 Q1	–	Sell	-12,158	Closed	-$89K	–	754
2025 Q4	$89K	Sell	12,158 -728	-6%	-$4.98K	﹤0.01%	1021
2025 Q3	$86.3K	Sell	12,886 -8,521	-40%	-$53.1K	﹤0.01%	916
2025 Q2	$119K	Sell	21,407 -5,582	-21%	-$29K	﹤0.01%	865
2025 Q1	$149K	Sell	26,989 -1,157	-4%	-$6.36K	﹤0.01%	825
2024 Q4	$138K	Buy	28,146 +5,346	+23%	+$24.7K	﹤0.01%	836
2024 Q3	$95.3K	Buy	+22,800	New	+$95.2K	﹤0.01%	870

Other funds holding MFG

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

CBU

CIBC Bancorp USA Chicago, Illinois $74.4B AUM

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Axxcess Wealth Management's MFG Position: Q1 2026 in Review

Axxcess Wealth Management sold out of Mizuho Financial (MFG) in Q1 2026, closing a stake of 12,158 shares — an estimated $89K sold.

Axxcess Wealth Management first reported a position in MFG in Q3 2024 and held it in 6 quarters. The position peaked at $149K in Q1 2025. 421 funds tracked by Wall St. Rank hold MFG as of Q1 2026.

Axxcess Wealth Management reported no remaining Mizuho Financial position as of Q1 2026 after selling out during the quarter.
Axxcess Wealth Management sold 12,158 Mizuho Financial shares in Q1 2026, an estimated $89K.
Axxcess Wealth Management first reported a position in Mizuho Financial in Q3 2024 and held it in 6 quarters.
Axxcess Wealth Management's Mizuho Financial position peaked at $149K in Q1 2025.
421 funds tracked by Wall St. Rank held Mizuho Financial as of Q1 2026.

Based on Axxcess Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.