HWA
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HHM Wealth Advisors’s Mizuho Financial MFG Stock Holding History

HHM 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 		$22.5K Hold
2,350
– – ﹤0.01% 507
2026
Q1 		$18.7K Hold
2,350
– – ﹤0.01% 526
2025
Q4 		$17.2K Hold
2,350
– – ﹤0.01% 521
2025
Q3 		$15.7K Hold
2,350
– – ﹤0.01% 553
2025
Q2 		$13.1K Hold
2,350
– – ﹤0.01% 572
2025
Q1 		$12.9K Hold
2,350
– – ﹤0.01% 563
2024
Q4 		$11.5K Hold
2,350
– – ﹤0.01% 568
2024
Q3 		$9.82K Buy
+2,350
New +$9.81K ﹤0.01% 566
2024
Q2 		– Sell
-2,063
Closed -$8.21K – 833
2024
Q1 		$8.21K Hold
2,063
– – ﹤0.01% 554
2023
Q4 		$7.1K Hold
2,063
– – ﹤0.01% 577
2023
Q3 		$7.08K Sell
2,063
-356
-15% -$1.18K ﹤0.01% 572
2023
Q2 		$7.43K Hold
2,419
– – ﹤0.01% 590
2023
Q1 		$6.82K Buy
+2,419
New +$7.4K ﹤0.01% 588

Other funds holding MFG

AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
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
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
AWA
Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 1-Year Est. Return

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

HHM Wealth Advisors held its Mizuho Financial (MFG) position steady in Q2 2026 at 2,350 shares worth $22.5K. The position accounts for ﹤0.01% of the portfolio, ranked #507.

HHM Wealth Advisors first reported a position in MFG in Q1 2023 and has held it in 13 quarters since. 128 funds tracked by Wall St. Rank hold MFG as of Q2 2026.

  • HHM Wealth Advisors held 2,350 shares of Mizuho Financial worth $22.5K as of Q2 2026.
  • HHM Wealth Advisors left its Mizuho Financial share count unchanged in Q2 2026.
  • Mizuho Financial made up ﹤0.01% of HHM Wealth Advisors's portfolio in Q2 2026, its #507 holding.
  • HHM Wealth Advisors first reported a position in Mizuho Financial in Q1 2023 and has held it in 13 quarters since.
  • 128 funds tracked by Wall St. Rank held Mizuho Financial as of Q2 2026.

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