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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
Q2 		$11.9K Buy
1,247
+460
+58% +$4.13K ﹤0.01% 550
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 $1.89T 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

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

JPL Wealth Management increased its Mizuho Financial (MFG) stake by 58% in Q2 2026, buying an estimated $4.13K and bringing the position to 1,247 shares worth $11.9K. The position accounts for ﹤0.01% of the portfolio, ranked #550.

JPL Wealth Management first reported a position in MFG in Q3 2025 and has held it in 3 quarters since. 464 funds tracked by Wall St. Rank hold MFG as of Q2 2026.

  • JPL Wealth Management held 1,247 shares of Mizuho Financial worth $11.9K as of Q2 2026.
  • JPL Wealth Management bought 460 Mizuho Financial shares in Q2 2026, an estimated $4.13K.
  • Mizuho Financial made up ﹤0.01% of JPL Wealth Management's portfolio in Q2 2026, its #550 holding.
  • JPL Wealth Management first reported a position in Mizuho Financial in Q3 2025 and has held it in 3 quarters since.
  • 464 funds tracked by Wall St. Rank held Mizuho Financial as of Q2 2026.

Based on JPL Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.