True Wealth Design’s Mizuho Financial MFG Stock Holding History

True Wealth Design’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	$83.6K	Buy	8,722 +2,258	+35%	+$20.3K	0.02%	310
2026 Q1	$51.3K	Buy	6,464 +1,601	+33%	+$13.6K	0.01%	396
2025 Q4	$35.6K	Buy	4,863 +734	+18%	+$5.02K	0.01%	431
2025 Q3	$27.7K	Buy	+4,129	New	+$25.8K	0.01%	489

Other funds holding MFG

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

CBU

CIBC Bancorp USA Chicago, Illinois $82.3B AUM

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

True Wealth Design's MFG Position: Q2 2026 in Review

True Wealth Design increased its Mizuho Financial (MFG) stake by 35% in Q2 2026, buying an estimated $20.3K and bringing the position to 8,722 shares worth $83.6K. The position accounts for 0.02% of the portfolio, ranked #310.

True Wealth Design first reported a position in MFG in Q3 2025 and has held it in 4 quarters since. 460 funds tracked by Wall St. Rank hold MFG as of Q2 2026.

True Wealth Design held 8,722 shares of Mizuho Financial worth $83.6K as of Q2 2026.
True Wealth Design bought 2,258 Mizuho Financial shares in Q2 2026, an estimated $20.3K.
Mizuho Financial made up 0.02% of True Wealth Design's portfolio in Q2 2026, its #310 holding.
True Wealth Design first reported a position in Mizuho Financial in Q3 2025 and has held it in 4 quarters since.
460 funds tracked by Wall St. Rank held Mizuho Financial as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.