Back to MZHOF
Pinnacle Wealth Planning Services, Inc. → MZHOF
Pinnacle Wealth Planning Services, Inc. MZHOF Position History
Mizuho Financial Group, Inc.
Quarters held
5
Latest value
$540K
Q3 2026
Peak value
$540K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $335K |
| Q4 2025 | $374K |
| Q1 2026 | $403K |
| Q2 2026 | $483K |
| Q3 2026 | $540K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $540K | 48.9K | — | — |
| Q2 2026 | $483K | 50.4K | — | — |
| Q1 2026 | $403K | 50.8K | — | — |
| Q4 2025 | $374K | 51.2K | — | — |
| Q3 2025 | $335K | 50.0K | — | — |
Other funds holding MZHOF
$262.7M
$226.5M
$217.7M
$204.2M
$204.2M
$181.3M
$171.5M
$171.5M