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

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
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 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
VWM
Venturi Wealth Management Austin, Texas $2.58B AUM 41.25% 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. 93 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.
  • 93 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.