Keebeck Wealth Management
MFG icon

Keebeck Wealth Management’s Mizuho Financial MFG Stock Holding History

Keebeck 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
Q3 		$278K Buy
25,171
+1,332
+6% +$14.1K 0.03% 394
2026
Q2 		$228K Buy
23,839
+8,244
+53% +$74K 0.02% 439
2026
Q1 		$124K Buy
+15,595
New +$132K 0.01% 419

Other funds holding MFG

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Wilkinson Global Asset Management
Wilkinson Global Asset Management New York $1.25B AUM 24.14% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $59.1B AUM 41.96% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return
O'Shaughnessy Asset Management
O'Shaughnessy Asset Management Stamford, Connecticut $23.6B AUM 34.05% 1-Year Est. Return

Keebeck Wealth Management's MFG Position: Q3 2026 in Review

Keebeck Wealth Management increased its Mizuho Financial (MFG) stake by 5.6% in Q3 2026, buying an estimated $14.1K and bringing the position to 25,171 shares worth $278K. The position accounts for 0.03% of the portfolio, ranked #394.

Keebeck Wealth Management first reported a position in MFG in Q1 2026 and has held it in 3 quarters since. 361 funds tracked by Wall St. Rank hold MFG as of Q3 2026.

  • Keebeck Wealth Management held 25,171 shares of Mizuho Financial worth $278K as of Q3 2026.
  • Keebeck Wealth Management bought 1,332 Mizuho Financial shares in Q3 2026, an estimated $14.1K.
  • Mizuho Financial made up 0.03% of Keebeck Wealth Management's portfolio in Q3 2026, its #394 holding.
  • Keebeck Wealth Management first reported a position in Mizuho Financial in Q1 2026 and has held it in 3 quarters since.
  • 361 funds tracked by Wall St. Rank held Mizuho Financial as of Q3 2026.

Based on Keebeck Wealth Management's 13F filing for Q3 2026, filed 12 Nov 2026.