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Physician Wealth Advisors’s Mizuho Financial MFG Stock Holding History

Physician Wealth Advisors’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 		$11.3K Buy
1,184
+429
+57% +$3.85K ﹤0.01% 837
2026
Q1 		$6K Sell
755
-10
-1% -$85 ﹤0.01% 948
2025
Q4 		$5.6K Buy
765
+130
+20% +$889 ﹤0.01% 946
2025
Q3 		$4.25K Hold
635
– – ﹤0.01% 968
2025
Q2 		$3.53K Buy
635
+145
+30% +$752 ﹤0.01% 887
2025
Q1 		$2.7K Buy
490
+115
+31% +$633 ﹤0.01% 821
2024
Q4 		$1.83K Buy
+375
New +$1.73K ﹤0.01% 856

Other funds holding MFG

AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
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
EI
Ethic Inc New York $8.02B AUM 45.39% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Physician Wealth Advisors's MFG Position: Q2 2026 in Review

Physician Wealth Advisors increased its Mizuho Financial (MFG) stake by 57% in Q2 2026, buying an estimated $3.85K and bringing the position to 1,184 shares worth $11.3K. The position accounts for ﹤0.01% of the portfolio, ranked #837.

Physician Wealth Advisors first reported a position in MFG in Q4 2024 and has held it in 7 quarters since. 185 funds tracked by Wall St. Rank hold MFG as of Q2 2026.

  • Physician Wealth Advisors held 1,184 shares of Mizuho Financial worth $11.3K as of Q2 2026.
  • Physician Wealth Advisors bought 429 Mizuho Financial shares in Q2 2026, an estimated $3.85K.
  • Mizuho Financial made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #837 holding.
  • Physician Wealth Advisors first reported a position in Mizuho Financial in Q4 2024 and has held it in 7 quarters since.
  • 185 funds tracked by Wall St. Rank held Mizuho Financial as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.