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Diversify Wealth Management’s Mizuho Financial MFG Stock Holding History

Diversify 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 		$152K Sell
14,366
-67
-0.5% -$602 ﹤0.01% 1210
2026
Q1 		$122K Buy
+14,433
New +$122K ﹤0.01% 1116

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

Diversify Wealth Management's MFG Position: Q2 2026 in Review

Diversify Wealth Management reduced its Mizuho Financial (MFG) stake by 0.46% in Q2 2026, selling an estimated $602 and leaving 14,366 shares worth $152K. The position accounts for ﹤0.01% of the portfolio, ranked #1210.

Diversify Wealth Management first reported a position in MFG in Q1 2026 and has held it in 2 quarters since. 465 funds tracked by Wall St. Rank hold MFG as of Q2 2026.

  • Diversify Wealth Management held 14,366 shares of Mizuho Financial worth $152K as of Q2 2026.
  • Diversify Wealth Management sold 67 Mizuho Financial shares in Q2 2026, an estimated $602.
  • Mizuho Financial made up ﹤0.01% of Diversify Wealth Management's portfolio in Q2 2026, its #1210 holding.
  • Diversify Wealth Management first reported a position in Mizuho Financial in Q1 2026 and has held it in 2 quarters since.
  • 465 funds tracked by Wall St. Rank held Mizuho Financial as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.