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Venturi Wealth Management’s Mizuho Financial MFG Stock Holding History

Venturi 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 		$1.08M Buy
112,495
+26,797
+31% +$241K 0.04% 215
2026
Q1 		$680K Buy
85,698
+33,372
+64% +$283K 0.03% 274
2025
Q4 		$383K Buy
52,326
+40,327
+336% +$276K 0.02% 412
2025
Q3 		$80.4K Buy
+11,999
New +$74.8K ﹤0.01% 562

Other funds holding MFG

AAM
Augustine Asset Management Jacksonville, Florida $494M AUM 76.22% 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
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
AWA
Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

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

Venturi Wealth Management increased its Mizuho Financial (MFG) stake by 31% in Q2 2026, buying an estimated $241K and bringing the position to 112,495 shares worth $1.08M. The position accounts for 0.04% of the portfolio, ranked #215.

Venturi Wealth Management first reported a position in MFG in Q3 2025 and has held it in 4 quarters since. 78 funds tracked by Wall St. Rank hold MFG as of Q2 2026.

  • Venturi Wealth Management held 112,495 shares of Mizuho Financial worth $1.08M as of Q2 2026.
  • Venturi Wealth Management bought 26,797 Mizuho Financial shares in Q2 2026, an estimated $241K.
  • Mizuho Financial made up 0.04% of Venturi Wealth Management's portfolio in Q2 2026, its #215 holding.
  • Venturi Wealth Management first reported a position in Mizuho Financial in Q3 2025 and has held it in 4 quarters since.
  • 78 funds tracked by Wall St. Rank held Mizuho Financial as of Q2 2026.

Based on Venturi Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.