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Beaird Harris Wealth Management’s Mizuho Financial MFG Stock Holding History

Beaird Harris 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 		$2.31K Hold
242
– – ﹤0.01% 514
2026
Q1 		$1.92K Sell
242
-119
-33% -$1.01K ﹤0.01% 500
2025
Q4 		$2.64K Hold
361
– – ﹤0.01% 499
2025
Q3 		$2.42K Buy
361
+119
+49% +$742 ﹤0.01% 497
2025
Q2 		$1.34K Buy
+242
New +$1.26K ﹤0.01% 537

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

Beaird Harris Wealth Management's MFG Position: Q2 2026 in Review

Beaird Harris Wealth Management held its Mizuho Financial (MFG) position steady in Q2 2026 at 242 shares worth $2.31K. The position accounts for ﹤0.01% of the portfolio, ranked #514.

Beaird Harris Wealth Management first reported a position in MFG in Q2 2025 and has held it in 5 quarters since. The position peaked at $2.64K in Q4 2025. 69 funds tracked by Wall St. Rank hold MFG as of Q2 2026.

  • Beaird Harris Wealth Management held 242 shares of Mizuho Financial worth $2.31K as of Q2 2026.
  • Beaird Harris Wealth Management left its Mizuho Financial share count unchanged in Q2 2026.
  • Mizuho Financial made up ﹤0.01% of Beaird Harris Wealth Management's portfolio in Q2 2026, its #514 holding.
  • Beaird Harris Wealth Management first reported a position in Mizuho Financial in Q2 2025 and has held it in 5 quarters since.
  • Beaird Harris Wealth Management's Mizuho Financial position peaked at $2.64K in Q4 2025.
  • 69 funds tracked by Wall St. Rank held Mizuho Financial as of Q2 2026.

Based on Beaird Harris Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.