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Athena Wealth Management’s Mitsubishi UFJ Financial MUFG Stock Holding History

Athena Wealth Management’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
Q2 		$345K Buy
+17,340
New +$327K 0.26% 71

Other funds holding MUFG

CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
BCAM
Boston Common Asset Management Boston, Massachusetts $1.69B AUM 28.29% 1-Year Est. Return
AAM
Augustine Asset Management Jacksonville, Florida $494M AUM 76.22% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
HJIM
Henry James International Management New York $334M AUM 49.44% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
MAMA
Myriad Asset Management Advisors West Palm Beach, Florida $424M AUM
JAM
JCIC Asset Management Toronto, Ontario, Canada $326M AUM 31.94% 1-Year Est. Return

Athena Wealth Management's MUFG Position: Q2 2026 in Review

Athena Wealth Management opened a new position in Mitsubishi UFJ Financial (MUFG) in Q2 2026: 17,340 shares worth $345K. The stake represents 0.26% of the portfolio and ranks #71 among its holdings.

127 funds tracked by Wall St. Rank hold MUFG as of Q2 2026.

  • Athena Wealth Management held 17,340 shares of Mitsubishi UFJ Financial worth $345K as of Q2 2026.
  • Mitsubishi UFJ Financial was a new Athena Wealth Management position in Q2 2026.
  • Mitsubishi UFJ Financial made up 0.26% of Athena Wealth Management's portfolio in Q2 2026, its #71 holding.
  • 127 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q2 2026.

Based on Athena Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.