Baron Wealth Management
MFG icon

Baron Wealth Management’s Mizuho Financial MFG Stock Holding History

Baron 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
Q3 		$147K Buy
13,301
+2,245
+20% +$23.8K 0.04% 297
2026
Q2 		$106K Buy
+11,056
New +$99.3K 0.03% 300
2025
Q2 		– Sell
-12,461
Closed -$68.7K – 259
2025
Q1 		$68.7K Buy
+12,461
New +$68.5K 0.03% 208

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Dimensional Fund Advisors
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Baron Wealth Management's MFG Position: Q3 2026 in Review

Baron Wealth Management increased its Mizuho Financial (MFG) stake by 20% in Q3 2026, buying an estimated $23.8K and bringing the position to 13,301 shares worth $147K. The position accounts for 0.04% of the portfolio, ranked #297.

Baron Wealth Management first reported a position in MFG in Q1 2025 and has held it in 3 quarters since. 242 funds tracked by Wall St. Rank hold MFG as of Q3 2026.

  • Baron Wealth Management held 13,301 shares of Mizuho Financial worth $147K as of Q3 2026.
  • Baron Wealth Management bought 2,245 Mizuho Financial shares in Q3 2026, an estimated $23.8K.
  • Mizuho Financial made up 0.04% of Baron Wealth Management's portfolio in Q3 2026, its #297 holding.
  • Baron Wealth Management first reported a position in Mizuho Financial in Q1 2025 and has held it in 3 quarters since.
  • 242 funds tracked by Wall St. Rank held Mizuho Financial as of Q3 2026.

Based on Baron Wealth Management's 13F filing for Q3 2026, filed 27 Oct 2026.