Baron Wealth Management LLC MFG β€” MIZUHO FINANCIAL GROUP INC

Ownership history in Baron Wealth Management LLC  Β·  2 quarters on record

AI Ownership Summary

Baron Wealth Management LLC reported MIZUHO FINANCIAL GROUP INC (MFG) in 2 quarterly 13F filings from 2025 Q1 through 2026 Q2. Peak portfolio weight reached 0.03% in 2025 Q1. The latest visible filing shows MFG at 0.03% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this MFG ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Baron Wealth Management LLC's position in MIZUHO FINANCIAL GROUP INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

MFG was reported at 0.03% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.03% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q1 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Baron Wealth Management LLC held MFG β€” position size vs. price
% of Fund (quarterly)    MFG price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED β€” β€” β€” 11,056 -1,405 -11.3% 0.03% $106K 2026-07-07 $10.19
2025 Q1 INITIATED β€” β€” β€” 12,461 β€” β€” 0.03% $69K 2025-05-14 $5.26

FAQ About Baron Wealth Management LLC and MFG

These are the practical questions this page is built to answer before you even open the full history table.

How long has Baron Wealth Management LLC reported owning MFG?

Baron Wealth Management LLC reported MFG across 2 quarterly 13F filings, from 2025 Q1 through 2026 Q2.

What was the largest reported MFG position in Baron Wealth Management LLC's portfolio?

The largest reported portfolio weight for MFG was 0.03% in 2025 Q1.

What is the latest reported MFG position on this page?

The most recent filing on this page is 2026 Q2, when Baron Wealth Management LLC reported 11,056 shares, equal to 0.03% of portfolio, with an estimated market value of $106K.

What does the chart on this MFG ownership page compare?

The chart compares Baron Wealth Management LLC's quarterly MFG portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

← Back to Baron Wealth Management LLC Holdings