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Cornerstone Planning Group’s Mizuho Financial MFG Stock Holding History

Cornerstone Planning Group’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 		$23.4K Buy
2,232
+70
+3% +$629 ﹤0.01% 622
2026
Q1 		$18.4K Buy
2,162
+215
+11% +$1.82K ﹤0.01% 698
2025
Q4 		$16.8K Buy
1,947
+318
+20% +$2.17K ﹤0.01% 629
2025
Q3 		$10.9K Buy
1,629
+109
+7% +$680 ﹤0.01% 755
2025
Q2 		$9.09K Sell
1,520
-434
-22% -$2.25K ﹤0.01% 581
2025
Q1 		$9.52K Buy
1,954
+618
+46% +$3.4K ﹤0.01% 584
2024
Q4 		$7.04K Buy
1,336
+357
+36% +$1.65K ﹤0.01% 508
2024
Q3 		$4.13K Buy
979
+252
+35% +$1.05K ﹤0.01% 606
2024
Q2 		$2.79K Buy
727
+163
+29% +$646 ﹤0.01% 698
2024
Q1 		$2.23K Buy
+564
New +$2.1K ﹤0.01% 645

Other funds holding MFG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
WGAM
Wilkinson Global Asset Management New York $1.26B AUM 22.73% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AAM
Augustine Asset Management Jacksonville, Florida $494M AUM 76.22% 1-Year Est. Return
A
Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 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

Cornerstone Planning Group's MFG Position: Q2 2026 in Review

Cornerstone Planning Group increased its Mizuho Financial (MFG) stake by 3.2% in Q2 2026, buying an estimated $629 and bringing the position to 2,232 shares worth $23.4K. The position accounts for ﹤0.01% of the portfolio, ranked #622.

Cornerstone Planning Group first reported a position in MFG in Q1 2024 and has held it in 10 quarters since. 270 funds tracked by Wall St. Rank hold MFG as of Q2 2026.

  • Cornerstone Planning Group held 2,232 shares of Mizuho Financial worth $23.4K as of Q2 2026.
  • Cornerstone Planning Group bought 70 Mizuho Financial shares in Q2 2026, an estimated $629.
  • Mizuho Financial made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #622 holding.
  • Cornerstone Planning Group first reported a position in Mizuho Financial in Q1 2024 and has held it in 10 quarters since.
  • 270 funds tracked by Wall St. Rank held Mizuho Financial as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.