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Werba Rubin Papier Wealth Management’s Mizuho Financial MFG Stock Holding History

Werba Rubin Papier 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 		$352K Sell
36,736
-217
-0.6% -$1.95K 0.04% 191
2026
Q1 		$293K Buy
36,953
+653
+2% +$5.53K 0.04% 201
2025
Q4 		$266K Buy
36,300
+148
+0.4% +$1.01K 0.07% 177
2025
Q3 		$242K Buy
36,152
+2,002
+6% +$12.5K 0.04% 207
2025
Q2 		$190K Sell
34,150
-1,607
-4% -$8.34K 0.04% 224
2025
Q1 		$197K Sell
35,757
-9,464
-21% -$52.1K 0.04% 184
2024
Q4 		$221K Sell
45,221
-1,273
-3% -$5.88K 0.05% 167
2024
Q3 		$194K Buy
46,494
+2,366
+5% +$9.88K 0.05% 182
2024
Q2 		$187K Sell
44,128
-3,332
-7% -$13.2K 0.05% 160
2024
Q1 		$189K Buy
47,460
+579
+1% +$2.16K 0.05% 144
2023
Q4 		$161K Sell
46,881
-3,044
-6% -$10.3K 0.05% 113
2023
Q3 		$171K Buy
49,925
+4,891
+11% +$16.3K 0.06% 113
2023
Q2 		$138K Buy
45,034
+448
+1% +$1.33K 0.05% 117
2023
Q1 		$126K Sell
44,586
-2,919
-6% -$8.93K 0.05% 107
2022
Q4 		$135K Buy
+47,505
New +$112K 0.06% 99

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

Werba Rubin Papier Wealth Management's MFG Position: Q2 2026 in Review

Werba Rubin Papier Wealth Management reduced its Mizuho Financial (MFG) stake by 0.59% in Q2 2026, selling an estimated $1.95K and leaving 36,736 shares worth $352K. The position accounts for 0.04% of the portfolio, ranked #191.

Werba Rubin Papier Wealth Management first reported a position in MFG in Q4 2022 and has held it in 15 quarters since. 460 funds tracked by Wall St. Rank hold MFG as of Q2 2026.

  • Werba Rubin Papier Wealth Management held 36,736 shares of Mizuho Financial worth $352K as of Q2 2026.
  • Werba Rubin Papier Wealth Management sold 217 Mizuho Financial shares in Q2 2026, an estimated $1.95K.
  • Mizuho Financial made up 0.04% of Werba Rubin Papier Wealth Management's portfolio in Q2 2026, its #191 holding.
  • Werba Rubin Papier Wealth Management first reported a position in Mizuho Financial in Q4 2022 and has held it in 15 quarters since.
  • 460 funds tracked by Wall St. Rank held Mizuho Financial as of Q2 2026.

Based on Werba Rubin Papier Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.