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Elevation Wealth Partners’s Mizuho Financial MFG Stock Holding History

Elevation Wealth Partners’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
Q3 		$26.9K Hold
2,438
– – 0.01% 584
2026
Q2 		$23.4K Buy
+2,438
New +$21.9K 0.01% 533

Other funds holding MFG

AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
GWSA
Global Wealth Strategies & Associates Denver, Colorado $546M AUM 14.96% 1-Year Est. Return

Elevation Wealth Partners's MFG Position: Q3 2026 in Review

Elevation Wealth Partners held its Mizuho Financial (MFG) position steady in Q3 2026 at 2,438 shares worth $26.9K. The position accounts for 0.01% of the portfolio, ranked #584.

Elevation Wealth Partners first reported a position in MFG in Q2 2026 and has held it in 2 quarters since. 17 funds tracked by Wall St. Rank hold MFG as of Q3 2026.

  • Elevation Wealth Partners held 2,438 shares of Mizuho Financial worth $26.9K as of Q3 2026.
  • Elevation Wealth Partners left its Mizuho Financial share count unchanged in Q3 2026.
  • Mizuho Financial made up 0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #584 holding.
  • Elevation Wealth Partners first reported a position in Mizuho Financial in Q2 2026 and has held it in 2 quarters since.
  • 17 funds tracked by Wall St. Rank held Mizuho Financial as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.