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Wetherby Asset Management Inc

SEC CIK
0001279627
Latest filing
Nov 14, 2025

MFG holding history

Mizuho Financial Group Inc in every 13F filed by Wetherby Asset Management 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 Q3 2025 holdings

Shares (Q3 2025)
216,636
Value
$1.45M
% of portfolio
0.1%
Quarters held
18
Since Q1 2021
Holdings of MFG by Wetherby Asset Management Inc, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 2025216,636$1.45M0.1%+2,965+1.4%AddedHolders
Q2 2025213,671$1.19M0.1%–No prior filingHolders
Q1 2025––––Not filedHolders
Q4 2024207,304$1.01M<0.1%−23,460−10.2%ReducedHolders
Q3 2024230,764$964.6K<0.1%+7,223+3.2%AddedHolders
Q2 2024223,541$945.6K<0.1%+37,524+20.2%AddedHolders
Q1 2024186,017$740.3K<0.1%+9,907+5.6%AddedHolders
Q4 2023176,110$605.8K<0.1%+7,447+4.4%AddedHolders
Q3 2023168,663$578.5K<0.1%+9,436+5.9%AddedHolders
Q2 2023159,227$488.8K<0.1%+10,813+7.3%AddedHolders
Q1 2023148,414$418.5K<0.1%+16,658+12.6%AddedHolders
Q4 2022131,756$374.2K<0.1%−16,676−11.2%ReducedHolders
Q3 2022148,432$328.0K<0.1%+67,853+84.2%AddedHolders
Q2 202280,579$180.0K<0.1%−7,970−9.0%ReducedHolders
Q1 202288,549$228.0K<0.1%+6,385+7.8%AddedHolders
Q4 202182,164$210.0K<0.1%+6,929+9.2%AddedHolders
Q3 202175,235$214.0K<0.1%+1,730+2.4%AddedHolders
Q2 202173,505$209.0K<0.1%+14,684+25.0%AddedHolders
Q1 202158,821$171.0K<0.1%––Holders

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