MWM
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Merriman Wealth Management’s Mizuho Financial MFG Stock Holding History

Merriman 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
2024
Q4 		$133K Hold
27,196
– – 0.01% 204
2024
Q3 		$114K Hold
27,196
– – ﹤0.01% 211
2024
Q2 		$115K Hold
27,196
– – 0.01% 202
2024
Q1 		$108K Buy
+27,196
New +$101K ﹤0.01% 199
2023
Q4 		– Sell
-27,196
Closed -$93.3K – 207
2023
Q3 		$93.3K Sell
27,196
-168
-0.6% -$559 ﹤0.01% 184
2023
Q2 		$84K Buy
27,364
+2,320
+9% +$6.88K ﹤0.01% 205
2023
Q1 		$70.6K Hold
25,044
– – ﹤0.01% 193
2022
Q4 		$71.1K Buy
+25,044
New +$59K ﹤0.01% 204

Other funds holding MFG

Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Merriman Wealth Management's MFG Position: Q4 2024 in Review

Merriman Wealth Management held its Mizuho Financial (MFG) position steady in Q4 2024 at 27,196 shares worth $133K. The position accounts for 0.01% of the portfolio, ranked #204.

Merriman Wealth Management first reported a position in MFG in Q4 2022 and has held it in 8 quarters since. 286 funds tracked by Wall St. Rank hold MFG as of Q4 2024.

  • Merriman Wealth Management held 27,196 shares of Mizuho Financial worth $133K as of Q4 2024.
  • Merriman Wealth Management left its Mizuho Financial share count unchanged in Q4 2024.
  • Mizuho Financial made up 0.01% of Merriman Wealth Management's portfolio in Q4 2024, its #204 holding.
  • Merriman Wealth Management first reported a position in Mizuho Financial in Q4 2022 and has held it in 8 quarters since.
  • 286 funds tracked by Wall St. Rank held Mizuho Financial as of Q4 2024.

Based on Merriman Wealth Management's 13F filing for Q4 2024, filed 13 Feb 2025.