Halbert Hargrove Global Advisors’s Mitsubishi UFJ Financial MUFG Stock Holding History

Halbert Hargrove Global Advisors’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	–	Sell	-30	Closed	-$589	–	582
2026 Q2	$589	Buy	+30	New	+$565	﹤0.01%	508
2022 Q2	–	Sell	-19,519	Closed	-$121K	–	167
2022 Q1	$121K	Buy	+19,519	New	+$121K	0.01%	161
2021 Q4	–	Sell	-19,512	Closed	-$116K	–	167
2021 Q3	$116K	Buy	19,512 +1	+0%	+$6	0.01%	146
2021 Q2	$106K	Hold	19,511	–	–	0.01%	151
2021 Q1	$105K	Hold	19,511	–	–	0.01%	132
2020 Q4	$86K	Buy	+19,511	New	+$82.9K	0.01%	116

Other funds holding MUFG

Todd Asset Management Louisville, Kentucky $5.51B AUM 33.77% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return

Boston Common Asset Management Boston, Massachusetts $1.72B AUM 26.04% 1-Year Est. Return

Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Guardian Partners Toronto, Canada $1.13B AUM 28.37% 1-Year Est. Return

Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return

Halbert Hargrove Global Advisors's MUFG Position: Q3 2026 in Review

Halbert Hargrove Global Advisors sold out of Mitsubishi UFJ Financial (MUFG) in Q3 2026, closing a stake of 30 shares — an estimated $589 sold.

Halbert Hargrove Global Advisors first reported a position in MUFG in Q4 2020 and held it in 6 quarters. The position peaked at $121K in Q1 2022. 263 funds tracked by Wall St. Rank hold MUFG as of Q3 2026.

Halbert Hargrove Global Advisors reported no remaining Mitsubishi UFJ Financial position as of Q3 2026 after selling out during the quarter.
Halbert Hargrove Global Advisors sold 30 Mitsubishi UFJ Financial shares in Q3 2026, an estimated $589.
Halbert Hargrove Global Advisors first reported a position in Mitsubishi UFJ Financial in Q4 2020 and held it in 6 quarters.
Halbert Hargrove Global Advisors's Mitsubishi UFJ Financial position peaked at $121K in Q1 2022.
263 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q3 2026.

Based on Halbert Hargrove Global Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.