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Cassaday & Co Wealth Management’s Mizuho Financial MFG Stock Holding History

Cassaday & Co 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 		$1.15K Hold
120
– – ﹤0.01% 1069
2026
Q1 		$953 Buy
+120
New +$1.02K ﹤0.01% 1133

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

Cassaday & Co Wealth Management's MFG Position: Q2 2026 in Review

Cassaday & Co Wealth Management held its Mizuho Financial (MFG) position steady in Q2 2026 at 120 shares worth $1.15K. The position accounts for ﹤0.01% of the portfolio, ranked #1069.

Cassaday & Co Wealth Management first reported a position in MFG in Q1 2026 and has held it in 2 quarters since. 464 funds tracked by Wall St. Rank hold MFG as of Q2 2026.

  • Cassaday & Co Wealth Management held 120 shares of Mizuho Financial worth $1.15K as of Q2 2026.
  • Cassaday & Co Wealth Management left its Mizuho Financial share count unchanged in Q2 2026.
  • Mizuho Financial made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #1069 holding.
  • Cassaday & Co Wealth Management first reported a position in Mizuho Financial in Q1 2026 and has held it in 2 quarters since.
  • 464 funds tracked by Wall St. Rank held Mizuho Financial as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.