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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
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 $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
CBU
CIBC Bancorp USA Chicago, Illinois $74.4B AUM
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

WCG Wealth Advisors's MFG Position: Q1 2026 in Review

WCG Wealth Advisors reduced its Mizuho Financial (MFG) stake by 15% in Q1 2026, selling an estimated $301K and leaving 206,688 shares worth $1.64M. The position accounts for 0.05% of the portfolio, ranked #294.

WCG Wealth Advisors first reported a position in MFG in Q2 2025 and has held it in 4 quarters since. The position peaked at $1.77M in Q4 2025. 420 funds tracked by Wall St. Rank hold MFG as of Q1 2026.

  • WCG Wealth Advisors held 206,688 shares of Mizuho Financial worth $1.64M as of Q1 2026.
  • WCG Wealth Advisors sold 35,543 Mizuho Financial shares in Q1 2026, an estimated $301K.
  • Mizuho Financial made up 0.05% of WCG Wealth Advisors's portfolio in Q1 2026, its #294 holding.
  • WCG Wealth Advisors first reported a position in Mizuho Financial in Q2 2025 and has held it in 4 quarters since.
  • WCG Wealth Advisors's Mizuho Financial position peaked at $1.77M in Q4 2025.
  • 420 funds tracked by Wall St. Rank held Mizuho Financial as of Q1 2026.

Based on WCG Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.