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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
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

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

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

Baron Wealth Management opened a new position in Mizuho Financial (MFG) in Q2 2026: 11,056 shares worth $106K. The stake represents 0.03% of the portfolio and ranks #300 among its holdings. This is a return to the name: Baron Wealth Management previously reported a position in MFG as recently as Q1 2025.

Baron Wealth Management first reported a position in MFG in Q1 2025 and has held it in 2 quarters since. 69 funds tracked by Wall St. Rank hold MFG as of Q2 2026.

  • Baron Wealth Management held 11,056 shares of Mizuho Financial worth $106K as of Q2 2026.
  • Mizuho Financial was a new Baron Wealth Management position in Q2 2026.
  • Mizuho Financial made up 0.03% of Baron Wealth Management's portfolio in Q2 2026, its #300 holding.
  • Baron Wealth Management first reported a position in Mizuho Financial in Q1 2025 and has held it in 2 quarters since.
  • 69 funds tracked by Wall St. Rank held Mizuho Financial as of Q2 2026.

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