Perigon Wealth Management
MFG icon

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
Q3 		$214K Buy
19,390
+2,063
+12% +$21.9K ﹤0.01% 1359
2026
Q2 		$166K Buy
17,327
+3,311
+24% +$29.7K ﹤0.01% 1386
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

Artemis Investment Management
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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
SignatureFD
SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return
Evergreen Capital Management
Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return
Aaron Wealth Advisors
Aaron Wealth Advisors Chicago, Illinois $2.04B AUM 32.69% 1-Year Est. Return

Perigon Wealth Management's MFG Position: Q3 2026 in Review

Perigon Wealth Management increased its Mizuho Financial (MFG) stake by 12% in Q3 2026, buying an estimated $21.9K and bringing the position to 19,390 shares worth $214K. The position accounts for ﹤0.01% of the portfolio, ranked #1359.

Perigon Wealth Management first reported a position in MFG in Q3 2016 and has held it in 7 quarters since. 118 funds tracked by Wall St. Rank hold MFG as of Q3 2026.

  • Perigon Wealth Management held 19,390 shares of Mizuho Financial worth $214K as of Q3 2026.
  • Perigon Wealth Management bought 2,063 Mizuho Financial shares in Q3 2026, an estimated $21.9K.
  • Mizuho Financial made up ﹤0.01% of Perigon Wealth Management's portfolio in Q3 2026, its #1359 holding.
  • Perigon Wealth Management first reported a position in Mizuho Financial in Q3 2016 and has held it in 7 quarters since.
  • 118 funds tracked by Wall St. Rank held Mizuho Financial as of Q3 2026.

Based on Perigon Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.