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

Merit Financial 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
Q2 		$406K Buy
42,401
+6,959
+20% +$62.5K ﹤0.01% 1622
2026
Q1 		$281K Buy
35,442
+3,523
+11% +$29.8K ﹤0.01% 1694
2025
Q4 		$234K Buy
31,919
+2,163
+7% +$14.8K ﹤0.01% 1728
2025
Q3 		$199K Sell
29,756
-6,012
-17% -$37.5K ﹤0.01% 1681
2025
Q2 		$199K Sell
35,768
-2,708
-7% -$14.1K ﹤0.01% 1569
2025
Q1 		$212K Buy
38,476
+2,414
+7% +$13.3K ﹤0.01% 1269
2024
Q4 		$176K Buy
+36,062
New +$166K ﹤0.01% 1107
2024
Q3 		– Sell
-12,498
Closed -$52.9K – 912
2024
Q2 		$52.9K Buy
+12,498
New +$49.5K ﹤0.01% 905

Other funds holding MFG

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
AWA
Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Merit Financial Group's MFG Position: Q2 2026 in Review

Merit Financial Group increased its Mizuho Financial (MFG) stake by 20% in Q2 2026, buying an estimated $62.5K and bringing the position to 42,401 shares worth $406K. The position accounts for ﹤0.01% of the portfolio, ranked #1622.

Merit Financial Group first reported a position in MFG in Q2 2024 and has held it in 8 quarters since. 69 funds tracked by Wall St. Rank hold MFG as of Q2 2026.

  • Merit Financial Group held 42,401 shares of Mizuho Financial worth $406K as of Q2 2026.
  • Merit Financial Group bought 6,959 Mizuho Financial shares in Q2 2026, an estimated $62.5K.
  • Mizuho Financial made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #1622 holding.
  • Merit Financial Group first reported a position in Mizuho Financial in Q2 2024 and has held it in 8 quarters since.
  • 69 funds tracked by Wall St. Rank held Mizuho Financial as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.