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Pinnacle Wealth Planning Services’s Mizuho Financial MFG Stock Holding History

Pinnacle Wealth Planning Services’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 		$483K Sell
50,368
-399
-0.8% -$3.58K 0.05% 233
2026
Q1 		$403K Sell
50,767
-391
-0.8% -$3.31K 0.04% 257
2025
Q4 		$374K Buy
51,158
+1,117
+2% +$7.63K 0.04% 268
2025
Q3 		$335K Sell
50,041
-287
-0.6% -$1.79K 0.04% 286
2025
Q2 		$280K Buy
50,328
+12,559
+33% +$65.2K 0.04% 321
2025
Q1 		$208K Buy
37,769
+2,879
+8% +$15.8K 0.03% 355
2024
Q4 		$171K Buy
34,890
+2,188
+7% +$10.1K 0.03% 359
2024
Q3 		$137K Buy
32,702
+484
+2% +$2.02K 0.02% 489
2024
Q2 		$136K Buy
32,218
+58
+0.2% +$230 0.02% 456
2024
Q1 		$128K Sell
32,160
-16
-0% -$60 0.02% 469
2023
Q4 		$111K Buy
32,176
+45
+0.1% +$153 0.02% 454
2023
Q3 		$110K Sell
32,131
-228
-0.7% -$758 0.02% 409
2023
Q2 		$99.3K Sell
32,359
-6,084
-16% -$18.1K 0.02% 432
2023
Q1 		$108K Buy
38,443
+386
+1% +$1.18K 0.02% 431
2022
Q4 		$108K Sell
38,057
-27,605
-42% -$65.1K 0.02% 394
2022
Q3 		$145K Buy
65,662
+26,775
+69% +$62.3K 0.03% 345
2022
Q2 		$87K Buy
38,887
+1,514
+4% +$3.58K 0.02% 386
2022
Q1 		$96K Buy
37,373
+574
+2% +$1.57K 0.02% 405
2021
Q4 		$94K Sell
36,799
-11,934
-24% -$31.5K 0.02% 400
2021
Q3 		$138K Sell
48,733
-182
-0.4% -$524 0.03% 346
2021
Q2 		$139K Buy
48,915
+13,874
+40% +$41.4K 0.03% 333
2021
Q1 		$102K Buy
35,041
+71
+0.2% +$207 0.03% 325
2020
Q4 		$89K Sell
34,970
-2,830
-7% -$7.3K 0.02% 525
2020
Q3 		$96K Buy
37,800
+1,507
+4% +$3.96K 0.03% 263
2020
Q2 		$90K Sell
36,293
-2,193
-6% -$5.21K 0.03% 255
2020
Q1 		$87K Buy
38,486
+28,339
+279% +$77.4K 0.04% 221
2019
Q4 		$31K Buy
+10,147
New +$31.6K 0.01% 245

Other funds holding MFG

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
Natixis Advisors
Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
CBU
CIBC Bancorp USA Chicago, Illinois $82.3B AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Pinnacle Wealth Planning Services's MFG Position: Q2 2026 in Review

Pinnacle Wealth Planning Services reduced its Mizuho Financial (MFG) stake by 0.79% in Q2 2026, selling an estimated $3.58K and leaving 50,368 shares worth $483K. The position accounts for 0.05% of the portfolio, ranked #233.

Pinnacle Wealth Planning Services first reported a position in MFG in Q4 2019 and has held it in 27 quarters since. 464 funds tracked by Wall St. Rank hold MFG as of Q2 2026.

  • Pinnacle Wealth Planning Services held 50,368 shares of Mizuho Financial worth $483K as of Q2 2026.
  • Pinnacle Wealth Planning Services sold 399 Mizuho Financial shares in Q2 2026, an estimated $3.58K.
  • Mizuho Financial made up 0.05% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #233 holding.
  • Pinnacle Wealth Planning Services first reported a position in Mizuho Financial in Q4 2019 and has held it in 27 quarters since.
  • 464 funds tracked by Wall St. Rank held Mizuho Financial as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.