Klingman & Associates
MFG icon

Klingman & Associates’s Mizuho Financial MFG Stock Holding History

Klingman & Associates’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 		$185K Buy
16,730
+1,501
+10% +$15.9K 0.01% 420
2026
Q2 		$146K Buy
15,229
+1,092
+8% +$9.8K 0.01% 348
2026
Q1 		$112K Buy
14,137
+1,341
+10% +$11.4K 0.01% 331
2025
Q4 		$93.7K Buy
+12,796
New +$87.5K ﹤0.01% 325

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Crossmark Global Holdings
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Quadrant Capital Group
Quadrant Capital Group Cincinnati, Ohio $3.7B AUM 33.76% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
SignatureFD
SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return
Evergreen Capital Management
Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return
Aaron Wealth Advisors
Aaron Wealth Advisors Chicago, Illinois $2.04B AUM 32.69% 1-Year Est. Return

Klingman & Associates's MFG Position: Q3 2026 in Review

Klingman & Associates increased its Mizuho Financial (MFG) stake by 9.9% in Q3 2026, buying an estimated $15.9K and bringing the position to 16,730 shares worth $185K. The position accounts for 0.01% of the portfolio, ranked #420.

Klingman & Associates first reported a position in MFG in Q4 2025 and has held it in 4 quarters since. 118 funds tracked by Wall St. Rank hold MFG as of Q3 2026.

  • Klingman & Associates held 16,730 shares of Mizuho Financial worth $185K as of Q3 2026.
  • Klingman & Associates bought 1,501 Mizuho Financial shares in Q3 2026, an estimated $15.9K.
  • Mizuho Financial made up 0.01% of Klingman & Associates's portfolio in Q3 2026, its #420 holding.
  • Klingman & Associates first reported a position in Mizuho Financial in Q4 2025 and has held it in 4 quarters since.
  • 118 funds tracked by Wall St. Rank held Mizuho Financial as of Q3 2026.

Based on Klingman & Associates's 13F filing for Q3 2026, filed 20 Oct 2026.