Back to MZHOF
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC → MZHOF
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC MZHOF Position History
Mizuho Financial Group, Inc.
Quarters held
5
Latest value
$2M
Q3 2026
Peak value
$2M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $438K |
| Q4 2025 | $632K |
| Q1 2026 | $462K |
| Q2 2026 | $850K |
| Q3 2026 | $2M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $2M | 188.8K | — | — |
| Q2 2026 | $850K | 81.1K | — | — |
| Q1 2026 | $462K | 56.6K | — | — |
| Q4 2025 | $632K | 81.3K | — | — |
| Q3 2025 | $438K | 69.0K | — | — |
Other funds holding MZHOF
$262.7M
$226.5M
$217.7M
$204.2M
$204.2M
$181.3M
$171.5M
$171.5M