Marks Group Wealth Management’s Mizuho Financial MFG Stock Holding History

Marks Group 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 Q1	–	Sell	-10,494	Closed	-$76.8K	–	353
2025 Q4	$76.8K	Sell	10,494 -163	-2%	-$1.11K	0.01%	331
2025 Q3	$71.4K	Sell	10,657 -11,024	-51%	-$68.8K	0.01%	294
2025 Q2	$121K	Sell	21,681 -4,658	-18%	-$24.2K	0.01%	291
2025 Q1	$145K	Buy	26,339 +336	+1%	+$1.85K	0.01%	296
2024 Q4	$127K	Sell	26,003 -6,550	-20%	-$30.2K	0.01%	285
2024 Q3	$136K	Buy	+32,553	New	+$136K	0.01%	292

Other funds holding MFG

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

CBU

CIBC Bancorp USA Chicago, Illinois $82.3B AUM

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Marks Group Wealth Management's MFG Position: Q1 2026 in Review

Marks Group Wealth Management sold out of Mizuho Financial (MFG) in Q1 2026, closing a stake of 10,494 shares — an estimated $76.8K sold.

Marks Group Wealth Management first reported a position in MFG in Q3 2024 and held it in 6 quarters. The position peaked at $145K in Q1 2025. 423 funds tracked by Wall St. Rank hold MFG as of Q1 2026.

Marks Group Wealth Management reported no remaining Mizuho Financial position as of Q1 2026 after selling out during the quarter.
Marks Group Wealth Management sold 10,494 Mizuho Financial shares in Q1 2026, an estimated $76.8K.
Marks Group Wealth Management first reported a position in Mizuho Financial in Q3 2024 and held it in 6 quarters.
Marks Group Wealth Management's Mizuho Financial position peaked at $145K in Q1 2025.
423 funds tracked by Wall St. Rank held Mizuho Financial as of Q1 2026.

Based on Marks Group Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.