Position in MFG
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$3,786,562
+$2,145,460 QoQ
Shares Held
395,257
+91.2% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#52
of 461 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MFG Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026WCG Wealth Advisors LLC holds $8,347,346 across 6 Banks - Regional names. MFG ranks #1 (45.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MFG |
Mizuho Financial Group Inc
This page
|
395,257 | $3,786,562 | |
| 2 | CPF |
Central Pacific Financial Corp
|
32,007 | $1,222,667 | |
| 3 | EQBK |
Equity Bancshares Inc
|
19,663 | $963,290 | |
| 4 | CBSH |
Commerce Bancshares Inc /Mo/
|
14,452 | $834,603 | |
| 5 | TFC |
Truist Financial Corp
|
15,994 | $796,821 | |
| 6 | USB |
US Bancorp De
|
12,308 | $743,403 |
All Filings in MFG
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,786,562 | 395,257 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,641,102 | 206,688 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,773,130 | 242,231 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $793,541 | 118,439 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $612,211 | 110,110 | Shares | Sole | 2025-08-13 | |
| No filing history on record for this holder in this stock. | ||||||