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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
Q2 		$107K Buy
+11,159
New +$100K 0.05% 155

Other funds holding MFG

AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
AAM
Augustine Asset Management Jacksonville, Florida $494M AUM 76.22% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
EI
Ethic Inc New York $8.02B AUM 45.39% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

LifeGoal Wealth Advisors's MFG Position: Q2 2026 in Review

LifeGoal Wealth Advisors opened a new position in Mizuho Financial (MFG) in Q2 2026: 11,159 shares worth $107K. The stake represents 0.05% of the portfolio and ranks #155 among its holdings.

167 funds tracked by Wall St. Rank hold MFG as of Q2 2026.

  • LifeGoal Wealth Advisors held 11,159 shares of Mizuho Financial worth $107K as of Q2 2026.
  • Mizuho Financial was a new LifeGoal Wealth Advisors position in Q2 2026.
  • Mizuho Financial made up 0.05% of LifeGoal Wealth Advisors's portfolio in Q2 2026, its #155 holding.
  • 167 funds tracked by Wall St. Rank held Mizuho Financial as of Q2 2026.

Based on LifeGoal Wealth Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.