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Livermore
Livermore
ZHEN

PDS Planning, Inc

SEC CIK
0000838618
Latest filing
Aug 5, 2026

MFG holding history

Mizuho Financial Group Inc in every 13F filed by PDS Planning, Inc, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

MFG overviewAll 13F holders of MFGFull Q2 2026 holdings

Shares (Q2 2026)
78,912
Value
$756.0K
% of portfolio
<0.1%
Quarters held
20
Since Q1 2021
Holdings of MFG by PDS Planning, Inc, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202678,912$756.0K<0.1%+1,322+1.7%AddedHolders
Q1 202677,590$616.1K<0.1%−1,055−1.3%ReducedHolders
Q4 202578,645$575.7K<0.1%+4,322+5.8%AddedHolders
Q3 202574,323$498.0K<0.1%+525+0.7%AddedHolders
Q2 202573,798$410.3K<0.1%+3,417+4.9%AddedHolders
Q1 202570,381$387.8K<0.1%+5,634+8.7%AddedHolders
Q4 202464,747$316.6K<0.1%+2,960+4.8%AddedHolders
Q3 202461,787$258.3K<0.1%+1,048+1.7%AddedHolders
Q2 202460,739$256.9K<0.1%+554+0.9%AddedHolders
Q1 202460,185$239.5K<0.1%+4,365+7.8%AddedHolders
Q4 202355,820$192.0K<0.1%+2,280+4.3%AddedHolders
Q3 202353,540$183.6K<0.1%+5,404+11.2%AddedHolders
Q2 202348,136$147.8K<0.1%+8,670+22.0%AddedHolders
Q1 202339,466$111.3K<0.1%+18,261+86.1%AddedHolders
Q4 202221,205$60.2K<0.1%+21,205NewHolders
Q2 20220$00.0%−31,170−100.0%Sold outHolders
Q1 202231,170$80.0K<0.1%+14,489+86.9%AddedHolders
Q4 202116,681$43.0K<0.1%−4,624−21.7%ReducedHolders
Q3 202121,305$61.0K<0.1%+90+0.4%AddedHolders
Q2 202121,215$60.0K<0.1%+1,152+5.7%AddedHolders
Q1 202120,063$58.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.