Retirement Wealth Solutions
MFG icon

Retirement Wealth Solutions’s Mizuho Financial MFG Stock Holding History

Retirement Wealth Solutions’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 		$8.58K Sell
776
-1
-0.1% -$11 ﹤0.01% 286
2026
Q2 		$7.44K Buy
777
+32
+4% +$287 ﹤0.01% 272
2026
Q1 		$5.92K Buy
745
+398
+115% +$3.37K ﹤0.01% 288
2025
Q4 		$2.54K Buy
347
+268
+339% +$1.83K ﹤0.01% 417
2025
Q3 		$530 Buy
+79
New +$493 ﹤0.01% 691

Other funds holding MFG

Artemis Investment Management
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Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Augustine Asset Management
Augustine Asset Management Jacksonville, Florida $464M AUM 16.89% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 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

Retirement Wealth Solutions's MFG Position: Q3 2026 in Review

Retirement Wealth Solutions reduced its Mizuho Financial (MFG) stake by 0.13% in Q3 2026, selling an estimated $11 and leaving 776 shares worth $8.58K. The position accounts for ﹤0.01% of the portfolio, ranked #286.

Retirement Wealth Solutions first reported a position in MFG in Q3 2025 and has held it in 5 quarters since. 272 funds tracked by Wall St. Rank hold MFG as of Q3 2026.

  • Retirement Wealth Solutions held 776 shares of Mizuho Financial worth $8.58K as of Q3 2026.
  • Retirement Wealth Solutions sold 1 Mizuho Financial share in Q3 2026, an estimated $11.
  • Mizuho Financial made up ﹤0.01% of Retirement Wealth Solutions's portfolio in Q3 2026, its #286 holding.
  • Retirement Wealth Solutions first reported a position in Mizuho Financial in Q3 2025 and has held it in 5 quarters since.
  • 272 funds tracked by Wall St. Rank held Mizuho Financial as of Q3 2026.

Based on Retirement Wealth Solutions's 13F filing for Q3 2026, filed 7 Oct 2026.