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HB Wealth Management’s Mizuho Financial MFG Stock Holding History

HB 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 		$848K Buy
88,492
+13,665
+18% +$123K ﹤0.01% 818
2026
Q1 		$594K Buy
74,827
+8,153
+12% +$69K ﹤0.01% 895
2025
Q4 		$488K Buy
66,674
+16,482
+33% +$113K ﹤0.01% 915
2025
Q3 		$336K Buy
50,192
+8,748
+21% +$54.6K ﹤0.01% 1019
2025
Q2 		$230K Buy
41,444
+7,497
+22% +$38.9K ﹤0.01% 1054
2025
Q1 		$187K Buy
33,947
+12,500
+58% +$68.8K ﹤0.01% 1146
2024
Q4 		$105K Hold
21,447
– – ﹤0.01% 1025
2024
Q3 		$89.6K Hold
21,447
– – ﹤0.01% 934
2024
Q2 		$90.7K Hold
21,447
– – ﹤0.01% 882
2024
Q1 		$85.4K Buy
21,447
+7,113
+50% +$26.5K ﹤0.01% 823
2023
Q4 		$49.3K Sell
14,334
-111
-0.8% -$377 ﹤0.01% 775
2023
Q3 		$49.5K Sell
14,445
-135
-0.9% -$449 ﹤0.01% 748
2023
Q2 		$44.8K Hold
14,580
– – ﹤0.01% 718
2023
Q1 		$41.1K Buy
14,580
+466
+3% +$1.43K ﹤0.01% 707
2022
Q4 		$40.1K Buy
+14,114
New +$33.3K ﹤0.01% 676
2022
Q3 		– Sell
-10,643
Closed -$24K – 598
2022
Q2 		$24K Sell
10,643
-1,387
-12% -$3.27K ﹤0.01% 571
2022
Q1 		$31K Buy
+12,030
New +$32.9K ﹤0.01% 585

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

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

HB Wealth Management increased its Mizuho Financial (MFG) stake by 18% in Q2 2026, buying an estimated $123K and bringing the position to 88,492 shares worth $848K. The position accounts for ﹤0.01% of the portfolio, ranked #818.

HB Wealth Management first reported a position in MFG in Q1 2022 and has held it in 17 quarters since. 460 funds tracked by Wall St. Rank hold MFG as of Q2 2026.

  • HB Wealth Management held 88,492 shares of Mizuho Financial worth $848K as of Q2 2026.
  • HB Wealth Management bought 13,665 Mizuho Financial shares in Q2 2026, an estimated $123K.
  • Mizuho Financial made up ﹤0.01% of HB Wealth Management's portfolio in Q2 2026, its #818 holding.
  • HB Wealth Management first reported a position in Mizuho Financial in Q1 2022 and has held it in 17 quarters since.
  • 460 funds tracked by Wall St. Rank held Mizuho Financial as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.