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Perigon Wealth Management’s Mizuho Financial MFG Stock Holding History

Perigon 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 		$111K Buy
14,016
+2,798
+25% +$23.7K ﹤0.01% 1257
2025
Q4 		$82.1K Buy
+11,218
New +$76.7K ﹤0.01% 1293
2024
Q2 		– Sell
-10,208
Closed -$40.6K – 899
2024
Q1 		$40.6K Buy
+10,208
New +$38.1K ﹤0.01% 847
2017
Q1 		– Sell
-5,948
Closed -$22K – 671
2016
Q4 		$22K Hold
5,948
– – ﹤0.01% 454
2016
Q3 		$20K Buy
+5,948
New +$19.3K 0.01% 401

Other funds holding MFG

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
CBU
CIBC Bancorp USA Chicago, Illinois $74.4B AUM
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Perigon Wealth Management's MFG Position: Q1 2026 in Review

Perigon Wealth Management increased its Mizuho Financial (MFG) stake by 25% in Q1 2026, buying an estimated $23.7K and bringing the position to 14,016 shares worth $111K. The position accounts for ﹤0.01% of the portfolio, ranked #1257.

Perigon Wealth Management first reported a position in MFG in Q3 2016 and has held it in 5 quarters since. 420 funds tracked by Wall St. Rank hold MFG as of Q1 2026.

  • Perigon Wealth Management held 14,016 shares of Mizuho Financial worth $111K as of Q1 2026.
  • Perigon Wealth Management bought 2,798 Mizuho Financial shares in Q1 2026, an estimated $23.7K.
  • Mizuho Financial made up ﹤0.01% of Perigon Wealth Management's portfolio in Q1 2026, its #1257 holding.
  • Perigon Wealth Management first reported a position in Mizuho Financial in Q3 2016 and has held it in 5 quarters since.
  • 420 funds tracked by Wall St. Rank held Mizuho Financial as of Q1 2026.

Based on Perigon Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.