Beacon Investment Advisory Services’s Mitsubishi UFJ Financial MUFG Stock Holding History

Beacon Investment Advisory Services’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	$5.03K	Buy	+253	New	+$4.77K	﹤0.01%	684

Other funds holding MUFG

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Augustine Asset Management Jacksonville, Florida $494M AUM 76.22% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Henry James International Management New York $334M AUM 49.44% 1-Year Est. Return

JCIC Asset Management Toronto, Ontario, Canada $326M AUM 31.94% 1-Year Est. Return

Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 1-Year Est. Return

Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return

BTC Capital Management Des Moines, Iowa $1.65B AUM 27.85% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Beacon Investment Advisory Services's MUFG Position: Q2 2026 in Review

Beacon Investment Advisory Services opened a new position in Mitsubishi UFJ Financial (MUFG) in Q2 2026: 253 shares worth $5.03K. The stake represents ﹤0.01% of the portfolio and ranks #684 among its holdings.

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

Beacon Investment Advisory Services held 253 shares of Mitsubishi UFJ Financial worth $5.03K as of Q2 2026.
Mitsubishi UFJ Financial was a new Beacon Investment Advisory Services position in Q2 2026.
Mitsubishi UFJ Financial made up ﹤0.01% of Beacon Investment Advisory Services's portfolio in Q2 2026, its #684 holding.
74 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q2 2026.

Based on Beacon Investment Advisory Services's 13F filing for Q2 2026, filed 8 Jul 2026.