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LifeGoal Wealth Advisors’s Mizuho Financial MFG Stock Holding History

LifeGoal Wealth Advisors’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 		$150K Buy
13,544
+2,385
+21% +$25.3K 0.05% 211
2026
Q2 		$107K Buy
+11,159
New +$100K 0.05% 155

Other funds holding MFG

AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
RA
Riversedge Advisors Wilmington, Delaware $813M AUM 18.09% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return

LifeGoal Wealth Advisors's MFG Position: Q3 2026 in Review

LifeGoal Wealth Advisors increased its Mizuho Financial (MFG) stake by 21% in Q3 2026, buying an estimated $25.3K and bringing the position to 13,544 shares worth $150K. The position accounts for 0.05% of the portfolio, ranked #211.

LifeGoal Wealth Advisors first reported a position in MFG in Q2 2026 and has held it in 2 quarters since. 20 funds tracked by Wall St. Rank hold MFG as of Q3 2026.

  • LifeGoal Wealth Advisors held 13,544 shares of Mizuho Financial worth $150K as of Q3 2026.
  • LifeGoal Wealth Advisors bought 2,385 Mizuho Financial shares in Q3 2026, an estimated $25.3K.
  • Mizuho Financial made up 0.05% of LifeGoal Wealth Advisors's portfolio in Q3 2026, its #211 holding.
  • LifeGoal Wealth Advisors first reported a position in Mizuho Financial in Q2 2026 and has held it in 2 quarters since.
  • 20 funds tracked by Wall St. Rank held Mizuho Financial as of Q3 2026.

Based on LifeGoal Wealth Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.