Baron Wealth Management LLC

SEC CIK: 0001968507
Latest filing: Jul 7, 2026

SEC filings (opens in a new tab)

MFG holding history

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

MFG overview All 13F holders of MFG Full Q2 2026 holdings

Shares (Q2 2026): 11,056
Value: $105.9K
% of portfolio: <0.1%
Quarters held: 2; Since Q1 2025

Holdings of MFG by Baron Wealth Management LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	11,056	$105.9K	<0.1%	+11,056	New	Holders
Q2 2025	0	$0	0.0%	−12,461−100.0%	Sold out	Holders
Q1 2025	12,461	$68.7K	<0.1%	+12,461	New	Holders