Werba Rubin Papier Wealth Management

Position in MFG — Mizuho Financial Group Inc

CIK 1971029 SAN JOSE, CA

Position in MFG

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$351,930

+$58,524 QoQ

Shares Held

36,736

-0.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.18%

of 13F equity value

Holder Rank

#192

of 459 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Werba Rubin Papier Wealth Management holds $570,988 across 2 Banks - Regional names. MFG ranks #1 (61.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	MFG	Mizuho Financial Group Inc This page	36,736	$351,930
2	TFC	Truist Financial Corp	4,397	$219,058

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$351,930	36,736	-0.6%	Shares	Sole	2026-07-28
2026-03-31	$293,406	36,953	+1.8%	Shares	Sole	2026-05-12
2025-12-31	$265,716	36,300	+0.4%	Shares	Sole	2026-01-27
2025-09-30	$242,218	36,152	+5.9%	Shares	Sole	2025-11-04
2025-06-30	$189,874	34,150	-4.5%	Shares	Sole	2025-07-29
2025-03-31	$197,021	35,757	-20.9%	Shares	Sole	2025-05-07
2024-12-31	$221,130	45,221	-2.7%	Shares	Sole	2025-02-03
2024-09-30	$194,344	46,494	+5.4%	Shares	Sole	2024-10-18
2024-06-30	$186,661	44,128	-7.0%	Shares	Sole	2024-08-06
2024-03-31	$188,890	47,460	+1.2%	Shares	Sole	2024-05-01
2023-12-31	$161,270	46,881	-6.1%	Shares	Sole	2024-01-22
2023-09-30	$171,242	49,925	+10.9%	Shares	Sole	2023-11-06
2023-06-30	$138,254	45,034	+1.0%	Shares	Sole	2023-07-24
2023-03-31	$125,732	44,586	-6.1%	Shares	Sole	2023-04-26
2022-12-31	$134,914	47,505	—	Shares	Sole	2023-03-28
No filing history on record for this holder in this stock.