Athena Wealth Management
MUFG icon

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
Q3 		$419K Buy
18,163
+823
+5% +$18.6K 0.3% 66
2026
Q2 		$345K Buy
+17,340
New +$327K 0.26% 71

Other funds holding MUFG

Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Chevy Chase Trust
Chevy Chase Trust Bethesda, Maryland $40.4B AUM 35.78% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 20.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Todd Asset Management
Todd Asset Management Louisville, Kentucky $5.51B AUM 33.77% 1-Year Est. Return
Aviso Financial
Aviso Financial Toronto, Ontario, Canada $2.94B AUM 20.19% 1-Year Est. Return

Athena Wealth Management's MUFG Position: Q3 2026 in Review

Athena Wealth Management increased its Mitsubishi UFJ Financial (MUFG) stake by 4.7% in Q3 2026, buying an estimated $18.6K and bringing the position to 18,163 shares worth $419K. The position accounts for 0.3% of the portfolio, ranked #66.

Athena Wealth Management first reported a position in MUFG in Q2 2026 and has held it in 2 quarters since. 504 funds tracked by Wall St. Rank hold MUFG as of Q3 2026.

  • Athena Wealth Management held 18,163 shares of Mitsubishi UFJ Financial worth $419K as of Q3 2026.
  • Athena Wealth Management bought 823 Mitsubishi UFJ Financial shares in Q3 2026, an estimated $18.6K.
  • Mitsubishi UFJ Financial made up 0.3% of Athena Wealth Management's portfolio in Q3 2026, its #66 holding.
  • Athena Wealth Management first reported a position in Mitsubishi UFJ Financial in Q2 2026 and has held it in 2 quarters since.
  • 504 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q3 2026.

Based on Athena Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.