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

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

AAM

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

HJIM

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

JAM

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

AWA

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

LWAM

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

BCM

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

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 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. 88 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.
88 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.