CWA
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CogentBlue Wealth Advisors’s Mizuho Financial MFG Stock Holding History

CogentBlue Wealth Advisors’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 		$166K Buy
17,345
+237
+1% +$2.13K 0.1% 101
2026
Q1 		$136K Hold
17,108
– – 0.09% 78
2025
Q4 		$125K Buy
17,108
+362
+2% +$2.47K 0.09% 74
2025
Q3 		$112K Buy
16,746
+600
+4% +$3.74K 0.08% 75
2025
Q2 		$89.8K Buy
16,146
+925
+6% +$4.8K 0.07% 71
2025
Q1 		$83.9K Buy
15,221
+4,971
+48% +$27.3K 0.07% 66
2024
Q4 		$50.1K Buy
+10,250
New +$47.3K 0.04% 60

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
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 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
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
VWM
Venturi Wealth Management Austin, Texas $2.58B AUM 41.25% 1-Year Est. Return

CogentBlue Wealth Advisors's MFG Position: Q2 2026 in Review

CogentBlue Wealth Advisors increased its Mizuho Financial (MFG) stake by 1.4% in Q2 2026, buying an estimated $2.13K and bringing the position to 17,345 shares worth $166K. The position accounts for 0.1% of the portfolio, ranked #101.

CogentBlue Wealth Advisors first reported a position in MFG in Q4 2024 and has held it in 7 quarters since. 87 funds tracked by Wall St. Rank hold MFG as of Q2 2026.

  • CogentBlue Wealth Advisors held 17,345 shares of Mizuho Financial worth $166K as of Q2 2026.
  • CogentBlue Wealth Advisors bought 237 Mizuho Financial shares in Q2 2026, an estimated $2.13K.
  • Mizuho Financial made up 0.1% of CogentBlue Wealth Advisors's portfolio in Q2 2026, its #101 holding.
  • CogentBlue Wealth Advisors first reported a position in Mizuho Financial in Q4 2024 and has held it in 7 quarters since.
  • 87 funds tracked by Wall St. Rank held Mizuho Financial as of Q2 2026.

Based on CogentBlue Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.