Highline Wealth Partners
MFG icon

Highline Wealth Partners’s Mizuho Financial MFG Stock Holding History

Highline 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 		$28.5K Buy
2,575
+713
+38% +$7.57K 0.01% 361
2026
Q2 		$17.8K Buy
1,862
+73
+4% +$656 ﹤0.01% 420
2026
Q1 		$14.2K Buy
1,789
+202
+13% +$1.71K ﹤0.01% 369
2025
Q4 		$11.6K Buy
1,587
+166
+12% +$1.14K ﹤0.01% 367
2025
Q3 		$9.5K Hold
1,421
– – ﹤0.01% 422
2025
Q2 		$7.9K Buy
1,421
+12
+0.9% +$62 ﹤0.01% 368
2025
Q1 		$7.76K Buy
1,409
+1,133
+411% +$6.23K ﹤0.01% 347
2024
Q4 		$1.35K Buy
276
+216
+360% +$997 ﹤0.01% 499
2024
Q3 		$251 Buy
+60
New +$251 ﹤0.01% 587

Other funds holding MFG

Artemis Investment Management
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Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Augustine Asset Management
Augustine Asset Management Jacksonville, Florida $464M AUM 16.89% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Crossmark Global Holdings
Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return
Quadrant Capital Group
Quadrant Capital Group Cincinnati, Ohio $3.7B AUM 33.76% 1-Year Est. Return

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

Highline Wealth Partners increased its Mizuho Financial (MFG) stake by 38% in Q3 2026, buying an estimated $7.57K and bringing the position to 2,575 shares worth $28.5K. The position accounts for 0.01% of the portfolio, ranked #361.

Highline Wealth Partners first reported a position in MFG in Q3 2024 and has held it in 9 quarters since. 256 funds tracked by Wall St. Rank hold MFG as of Q3 2026.

  • Highline Wealth Partners held 2,575 shares of Mizuho Financial worth $28.5K as of Q3 2026.
  • Highline Wealth Partners bought 713 Mizuho Financial shares in Q3 2026, an estimated $7.57K.
  • Mizuho Financial made up 0.01% of Highline Wealth Partners's portfolio in Q3 2026, its #361 holding.
  • Highline Wealth Partners first reported a position in Mizuho Financial in Q3 2024 and has held it in 9 quarters since.
  • 256 funds tracked by Wall St. Rank held Mizuho Financial as of Q3 2026.

Based on Highline Wealth Partners's 13F filing for Q3 2026, filed 19 Oct 2026.