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Bogart Wealth LLC’s Mizuho Financial MFG Stock Holding History

Bogart Wealth LLC’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 		$1.72K Buy
180
+142
+374% +$1.27K ﹤0.01% 1500
2026
Q1 		$302 Hold
38
– – ﹤0.01% 1669
2025
Q4 		$278 Hold
38
– – ﹤0.01% 1525
2025
Q3 		$255 Hold
38
– – ﹤0.01% 1478
2025
Q2 		$211 Hold
38
– – ﹤0.01% 1406
2025
Q1 		$209 Buy
+38
New +$209 ﹤0.01% 1350

Other funds holding MFG

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
CBU
CIBC Bancorp USA Chicago, Illinois $82.3B AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Bogart Wealth LLC's MFG Position: Q2 2026 in Review

Bogart Wealth LLC increased its Mizuho Financial (MFG) stake by 374% in Q2 2026, buying an estimated $1.27K and bringing the position to 180 shares worth $1.72K. The position accounts for ﹤0.01% of the portfolio, ranked #1500.

Bogart Wealth LLC first reported a position in MFG in Q1 2025 and has held it in 6 quarters since. 465 funds tracked by Wall St. Rank hold MFG as of Q2 2026.

  • Bogart Wealth LLC held 180 shares of Mizuho Financial worth $1.72K as of Q2 2026.
  • Bogart Wealth LLC bought 142 Mizuho Financial shares in Q2 2026, an estimated $1.27K.
  • Mizuho Financial made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #1500 holding.
  • Bogart Wealth LLC first reported a position in Mizuho Financial in Q1 2025 and has held it in 6 quarters since.
  • 465 funds tracked by Wall St. Rank held Mizuho Financial as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.