Mather Group
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Mather Group’s Mizuho Financial MFG Stock Holding History

Mather Group’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 		$38.5K Buy
3,482
+3,081
+768% +$32.7K ﹤0.01% 1240
2026
Q2 		$3.84K Buy
401
+43
+12% +$386 ﹤0.01% 1660
2026
Q1 		$2.84K Buy
+358
New +$3.03K ﹤0.01% 1654
2024
Q2 		– Sell
-100
Closed -$344 – 2250
2024
Q1 		$344 Buy
+100
New +$373 ﹤0.01% 1702

Other funds holding MFG

Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
Augustine Asset Management
Augustine Asset Management Jacksonville, Florida $464M AUM 16.89% 1-Year Est. Return
Crossmark Global Holdings
Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return
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
Aaron Wealth Advisors
Aaron Wealth Advisors Chicago, Illinois $2.04B AUM 32.69% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
BayBridge Capital Group
BayBridge Capital Group Pleasanton, California $190M AUM 13.08% 1-Year Est. Return

Mather Group's MFG Position: Q3 2026 in Review

Mather Group increased its Mizuho Financial (MFG) stake by 768% in Q3 2026, buying an estimated $32.7K and bringing the position to 3,482 shares worth $38.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1240.

Mather Group first reported a position in MFG in Q1 2024 and has held it in 4 quarters since. 110 funds tracked by Wall St. Rank hold MFG as of Q3 2026.

  • Mather Group held 3,482 shares of Mizuho Financial worth $38.5K as of Q3 2026.
  • Mather Group bought 3,081 Mizuho Financial shares in Q3 2026, an estimated $32.7K.
  • Mizuho Financial made up ﹤0.01% of Mather Group's portfolio in Q3 2026, its #1240 holding.
  • Mather Group first reported a position in Mizuho Financial in Q1 2024 and has held it in 4 quarters since.
  • 110 funds tracked by Wall St. Rank held Mizuho Financial as of Q3 2026.

Based on Mather Group's 13F filing for Q3 2026, filed 14 Oct 2026.