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SHP Wealth Management’s Mizuho Financial MFG Stock Holding History

SHP 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
Q2 		$17.7K Buy
1,848
+151
+9% +$1.36K ﹤0.01% 819
2026
Q1 		$13.5K Buy
1,697
+405
+31% +$3.43K ﹤0.01% 829
2025
Q4 		$9.46K Buy
+1,292
New +$8.83K ﹤0.01% 848

Other funds holding MFG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
WGAM
Wilkinson Global Asset Management New York $1.26B AUM 22.73% 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 22.96% 1-Year Est. Return
AAM
Augustine Asset Management Jacksonville, Florida $494M AUM 76.22% 1-Year Est. Return
A
Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 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

SHP Wealth Management's MFG Position: Q2 2026 in Review

SHP Wealth Management increased its Mizuho Financial (MFG) stake by 8.9% in Q2 2026, buying an estimated $1.36K and bringing the position to 1,848 shares worth $17.7K. The position accounts for ﹤0.01% of the portfolio, ranked #819.

SHP Wealth Management first reported a position in MFG in Q4 2025 and has held it in 3 quarters since. 276 funds tracked by Wall St. Rank hold MFG as of Q2 2026.

  • SHP Wealth Management held 1,848 shares of Mizuho Financial worth $17.7K as of Q2 2026.
  • SHP Wealth Management bought 151 Mizuho Financial shares in Q2 2026, an estimated $1.36K.
  • Mizuho Financial made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #819 holding.
  • SHP Wealth Management first reported a position in Mizuho Financial in Q4 2025 and has held it in 3 quarters since.
  • 276 funds tracked by Wall St. Rank held Mizuho Financial as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.