Beaird Harris Wealth Management’s Mitsubishi UFJ Financial MUFG Stock Holding History

Beaird Harris 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	$5.71K	Hold	287	–	–	﹤0.01%	432
2026 Q1	$4.87K	Hold	287	–	–	﹤0.01%	415
2025 Q4	$4.55K	Hold	287	–	–	﹤0.01%	447
2025 Q3	$4.58K	Buy	287 +81	+39%	+$1.2K	﹤0.01%	434
2025 Q2	$2.83K	Buy	206 +97	+89%	+$1.25K	﹤0.01%	463
2025 Q1	$1.49K	Hold	109	–	–	﹤0.01%	467
2024 Q4	$1.28K	Hold	109	–	–	﹤0.01%	470
2024 Q3	$1.11K	Hold	109	–	–	﹤0.01%	477
2024 Q2	$1.18K	Hold	109	–	–	﹤0.01%	585
2024 Q1	$1.12K	Hold	109	–	–	﹤0.01%	538
2023 Q4	$939	Buy	+109	New	+$919	﹤0.01%	523

Other funds holding MUFG

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Chevy Chase Trust Bethesda, Maryland $38.8B AUM 41.35% 1-Year Est. Return

Beaird Harris Wealth Management's MUFG Position: Q2 2026 in Review

Beaird Harris Wealth Management held its Mitsubishi UFJ Financial (MUFG) position steady in Q2 2026 at 287 shares worth $5.71K. The position accounts for ﹤0.01% of the portfolio, ranked #432.

Beaird Harris Wealth Management first reported a position in MUFG in Q4 2023 and has held it in 11 quarters since. 576 funds tracked by Wall St. Rank hold MUFG as of Q2 2026.

Beaird Harris Wealth Management held 287 shares of Mitsubishi UFJ Financial worth $5.71K as of Q2 2026.
Beaird Harris Wealth Management left its Mitsubishi UFJ Financial share count unchanged in Q2 2026.
Mitsubishi UFJ Financial made up ﹤0.01% of Beaird Harris Wealth Management's portfolio in Q2 2026, its #432 holding.
Beaird Harris Wealth Management first reported a position in Mitsubishi UFJ Financial in Q4 2023 and has held it in 11 quarters since.
576 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q2 2026.

Based on Beaird Harris Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.