Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Mizuho Financial MFG Stock Holding History

Carson Wealth (CWM 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
Q1 		$324K Buy
40,792
+12,257
+43% +$104K ﹤0.01% 2327
2025
Q4 		$209K Buy
28,535
+3,381
+13% +$23.1K ﹤0.01% 2539
2025
Q3 		$169K Buy
25,154
+1,763
+8% +$11K ﹤0.01% 2570
2025
Q2 		$130K Sell
23,391
-576
-2% -$2.99K ﹤0.01% 2496
2025
Q1 		$132K Sell
23,967
-1,465
-6% -$8.06K ﹤0.01% 2198
2024
Q4 		$124K Buy
25,432
+49
+0.2% +$226 ﹤0.01% 2145
2024
Q3 		$106K Sell
25,383
-1,618
-6% -$6.76K ﹤0.01% 2165
2024
Q2 		$114K Buy
27,001
+1,880
+7% +$7.45K ﹤0.01% 1890
2024
Q1 		$100K Buy
25,121
+3,756
+18% +$14K ﹤0.01% 1887
2023
Q4 		$73K Sell
21,365
-1,360
-6% -$4.62K ﹤0.01% 1952
2023
Q3 		$78K Buy
22,725
+1,095
+5% +$3.64K ﹤0.01% 1788
2023
Q2 		$66K Sell
21,630
-1,306
-6% -$3.88K ﹤0.01% 1806
2023
Q1 		$65K Buy
22,936
+4,867
+27% +$14.9K ﹤0.01% 1729
2022
Q4 		$51K Sell
18,069
-911
-5% -$2.15K ﹤0.01% 1722
2022
Q3 		$42K Buy
18,980
+3,413
+22% +$7.94K ﹤0.01% 1745
2022
Q2 		$35K Buy
15,567
+1,326
+9% +$3.13K ﹤0.01% 1797
2022
Q1 		$37K Buy
14,241
+4,958
+53% +$13.6K ﹤0.01% 1752
2021
Q4 		$24K Buy
+9,283
New +$24.5K ﹤0.01% 1891

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
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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 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

Carson Wealth (CWM LLC)'s MFG Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Mizuho Financial (MFG) stake by 43% in Q1 2026, buying an estimated $104K and bringing the position to 40,792 shares worth $324K. The position accounts for ﹤0.01% of the portfolio, ranked #2327.

Carson Wealth (CWM LLC) first reported a position in MFG in Q4 2021 and has held it in 18 quarters since. 423 funds tracked by Wall St. Rank hold MFG as of Q1 2026.

  • Carson Wealth (CWM LLC) held 40,792 shares of Mizuho Financial worth $324K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 12,257 Mizuho Financial shares in Q1 2026, an estimated $104K.
  • Mizuho Financial made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2327 holding.
  • Carson Wealth (CWM LLC) first reported a position in Mizuho Financial in Q4 2021 and has held it in 18 quarters since.
  • 423 funds tracked by Wall St. Rank held Mizuho Financial as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.