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Scheeler Financial LLC’s Mitsubishi UFJ Financial MUFG Stock Holding History

Scheeler Financial LLC’s Portfolio MUFG Stock Details MUFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$246K Buy
+10,681
New +$241K 0.19% 52

Other funds holding MUFG

GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
HCA
Harbour Capital Advisors Tysons Corner, Virginia $548M AUM 37.76% 1-Year Est. Return
SP
Successful Portfolios Clearwater, Florida $217M AUM 30.72% 1-Year Est. Return
AP
Anchyra Partners Atlanta, Georgia $477M AUM 34.33% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

Scheeler Financial LLC's MUFG Position: Q3 2026 in Review

Scheeler Financial LLC opened a new position in Mitsubishi UFJ Financial (MUFG) in Q3 2026: 10,681 shares worth $246K. The stake represents 0.19% of the portfolio and ranks #52 among its holdings.

33 funds tracked by Wall St. Rank hold MUFG as of Q3 2026.

  • Scheeler Financial LLC held 10,681 shares of Mitsubishi UFJ Financial worth $246K as of Q3 2026.
  • Mitsubishi UFJ Financial was a new Scheeler Financial LLC position in Q3 2026.
  • Mitsubishi UFJ Financial made up 0.19% of Scheeler Financial LLC's portfolio in Q3 2026, its #52 holding.
  • 33 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q3 2026.

Based on Scheeler Financial LLC's 13F filing for Q3 2026, filed 13 Oct 2026.