Skip to main content

Marks Group Wealth Management, Inc

SEC CIK
0001802473
Latest filing
Jul 27, 2026

MFG holding history

Mizuho Financial Group Inc in every 13F filed by Marks Group Wealth 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 Q2 2026 holdings

Shares (Q1 2026)
0
Sold out in Q1 2026
Value
$0
% of portfolio
0.0%
Quarters held
6
Since Q3 2024
Holdings of MFG by Marks Group Wealth Management, Inc, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20260$00.0%−10,494−100.0%Sold outHolders
Q4 202510,494$76.8K<0.1%−163−1.5%ReducedHolders
Q3 202510,657$71.4K<0.1%−11,024−50.8%ReducedHolders
Q2 202521,681$120.5K<0.1%−4,658−17.7%ReducedHolders
Q1 202526,339$145.1K<0.1%+336+1.3%AddedHolders
Q4 202426,003$127.2K<0.1%−6,550−20.1%ReducedHolders
Q3 202432,553$136.1K<0.1%+32,553NewHolders