Wealth Enhancement Advisory Services
MFG icon

Wealth Enhancement Advisory Services’s Mizuho Financial MFG Stock Holding History

Wealth Enhancement Advisory Services’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 		$850K Buy
81,132
+24,576
+43% +$221K ﹤0.01% 2198
2026
Q1 		$462K Sell
56,556
-24,728
-30% -$209K ﹤0.01% 2381
2025
Q4 		$632K Buy
81,284
+12,319
+18% +$84.2K ﹤0.01% 2301
2025
Q3 		$438K Sell
68,965
-6,600
-9% -$41.2K ﹤0.01% 2466
2025
Q2 		$425K Sell
75,565
-8,781
-10% -$45.6K ﹤0.01% 2341
2025
Q1 		$465K Sell
84,346
-10,175
-11% -$56K ﹤0.01% 2119
2024
Q4 		$462K Sell
94,521
-467
-0.5% -$2.16K ﹤0.01% 2046
2024
Q3 		$397K Buy
94,988
+56,000
+144% +$234K ﹤0.01% 1981
2024
Q2 		$165K Buy
38,988
+3,921
+11% +$15.5K ﹤0.01% 2331
2024
Q1 		$140K Buy
35,067
+7,628
+28% +$28.5K ﹤0.01% 2260
2023
Q4 		$94.4K Buy
27,439
+1,196
+5% +$4.06K ﹤0.01% 2176
2023
Q3 		$90K Buy
+26,243
New +$87.3K ﹤0.01% 2110

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

Wealth Enhancement Advisory Services's MFG Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Mizuho Financial (MFG) stake by 43% in Q2 2026, buying an estimated $221K and bringing the position to 81,132 shares worth $850K. The position accounts for ﹤0.01% of the portfolio, ranked #2198.

Wealth Enhancement Advisory Services first reported a position in MFG in Q3 2023 and has held it in 12 quarters since. 464 funds tracked by Wall St. Rank hold MFG as of Q2 2026.

  • Wealth Enhancement Advisory Services held 81,132 shares of Mizuho Financial worth $850K as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 24,576 Mizuho Financial shares in Q2 2026, an estimated $221K.
  • Mizuho Financial made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #2198 holding.
  • Wealth Enhancement Advisory Services first reported a position in Mizuho Financial in Q3 2023 and has held it in 12 quarters since.
  • 464 funds tracked by Wall St. Rank held Mizuho Financial as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.