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JPL Wealth Management’s Mizuho Financial MFG Stock Holding History

JPL 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
Q1 		$6.25K Buy
+787
New +$6.67K ﹤0.01% 635
2025
Q4 		– Sell
-465
Closed -$3.12K – 716
2025
Q3 		$3.12K Buy
+465
New +$2.9K ﹤0.01% 760

Other funds holding MFG

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
CBU
CIBC Bancorp USA Chicago, Illinois $74.4B AUM
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

JPL Wealth Management's MFG Position: Q1 2026 in Review

JPL Wealth Management opened a new position in Mizuho Financial (MFG) in Q1 2026: 787 shares worth $6.25K. The stake represents ﹤0.01% of the portfolio and ranks #635 among its holdings. This is a return to the name: JPL Wealth Management previously reported a position in MFG as recently as Q3 2025.

JPL Wealth Management first reported a position in MFG in Q3 2025 and has held it in 2 quarters since. 420 funds tracked by Wall St. Rank hold MFG as of Q1 2026.

  • JPL Wealth Management held 787 shares of Mizuho Financial worth $6.25K as of Q1 2026.
  • Mizuho Financial was a new JPL Wealth Management position in Q1 2026.
  • Mizuho Financial made up ﹤0.01% of JPL Wealth Management's portfolio in Q1 2026, its #635 holding.
  • JPL Wealth Management first reported a position in Mizuho Financial in Q3 2025 and has held it in 2 quarters since.
  • 420 funds tracked by Wall St. Rank held Mizuho Financial as of Q1 2026.

Based on JPL Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.