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Spire Wealth Management’s Mizuho Financial MFG Stock Holding History

Spire 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 		$8.43K Hold
880
– – ﹤0.01% 1695
2026
Q1 		$6.99K Sell
880
-113
-11% -$957 ﹤0.01% 1738
2025
Q4 		$7.27K Sell
993
-242
-20% -$1.65K ﹤0.01% 1820
2025
Q3 		$8.28K Buy
1,235
+880
+248% +$5.49K ﹤0.01% 1818
2025
Q2 		$1.97K Sell
355
-5,097
-93% -$26.4K ﹤0.01% 2175
2025
Q1 		$30K Sell
5,452
-52
-0.9% -$286 ﹤0.01% 1474
2024
Q4 		$26.9K Buy
5,504
+4,352
+378% +$20.1K ﹤0.01% 1519
2024
Q3 		$4.82K Buy
1,152
+797
+225% +$3.33K ﹤0.01% 1837
2024
Q2 		$1.5K Buy
+355
New +$1.41K ﹤0.01% 2056
2024
Q1 		– Sell
-355
Closed -$1.24K – 2364
2023
Q4 		$1.24K Hold
355
– – ﹤0.01% 2229
2023
Q3 		$1.22K Hold
355
– – ﹤0.01% 2218
2023
Q2 		$1.09K Hold
355
– – ﹤0.01% 2298
2023
Q1 		$1K Buy
+355
New +$1.09K ﹤0.01% 2388
2022
Q3 		– Sell
-355
Closed -$1K – 2442
2022
Q2 		$1K Buy
+355
New +$838 ﹤0.01% 2540
2021
Q2 		– Sell
-355
Closed -$1K – 2814
2021
Q1 		$1K Buy
+355
New +$1.03K ﹤0.01% 2944

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

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

Spire Wealth Management held its Mizuho Financial (MFG) position steady in Q2 2026 at 880 shares worth $8.43K. The position accounts for ﹤0.01% of the portfolio, ranked #1695.

Spire Wealth Management first reported a position in MFG in Q1 2021 and has held it in 15 quarters since. The position peaked at $30K in Q1 2025. 460 funds tracked by Wall St. Rank hold MFG as of Q2 2026.

  • Spire Wealth Management held 880 shares of Mizuho Financial worth $8.43K as of Q2 2026.
  • Spire Wealth Management left its Mizuho Financial share count unchanged in Q2 2026.
  • Mizuho Financial made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #1695 holding.
  • Spire Wealth Management first reported a position in Mizuho Financial in Q1 2021 and has held it in 15 quarters since.
  • Spire Wealth Management's Mizuho Financial position peaked at $30K in Q1 2025.
  • 460 funds tracked by Wall St. Rank held Mizuho Financial as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.