WWA
MFG icon

WCG Wealth Advisors’s Mizuho Financial MFG Stock Holding History

WCG Wealth Advisors’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 		$3.79M Buy
395,257
+188,569
+91% +$1.69M 0.09% 209
2026
Q1 		$1.64M Sell
206,688
-35,543
-15% -$301K 0.05% 294
2025
Q4 		$1.77M Buy
242,231
+123,792
+105% +$846K 0.05% 274
2025
Q3 		$794K Buy
118,439
+8,329
+8% +$52K 0.05% 260
2025
Q2 		$612K Buy
+110,110
New +$571K 0.04% 270

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

WCG Wealth Advisors's MFG Position: Q2 2026 in Review

WCG Wealth Advisors increased its Mizuho Financial (MFG) stake by 91% in Q2 2026, buying an estimated $1.69M and bringing the position to 395,257 shares worth $3.79M. The position accounts for 0.09% of the portfolio, ranked #209.

WCG Wealth Advisors first reported a position in MFG in Q2 2025 and has held it in 5 quarters since. 465 funds tracked by Wall St. Rank hold MFG as of Q2 2026.

  • WCG Wealth Advisors held 395,257 shares of Mizuho Financial worth $3.79M as of Q2 2026.
  • WCG Wealth Advisors bought 188,569 Mizuho Financial shares in Q2 2026, an estimated $1.69M.
  • Mizuho Financial made up 0.09% of WCG Wealth Advisors's portfolio in Q2 2026, its #209 holding.
  • WCG Wealth Advisors first reported a position in Mizuho Financial in Q2 2025 and has held it in 5 quarters since.
  • 465 funds tracked by Wall St. Rank held Mizuho Financial as of Q2 2026.

Based on WCG Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.