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 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

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

Halbert Hargrove Global Advisors's MUFG Position: Q2 2026 in Review

Halbert Hargrove Global Advisors opened a new position in Mitsubishi UFJ Financial (MUFG) in Q2 2026: 30 shares worth $589. The stake represents ﹤0.01% of the portfolio and ranks #508 among its holdings. This is a return to the name: Halbert Hargrove Global Advisors previously reported a position in MUFG as recently as Q1 2022.

Halbert Hargrove Global Advisors first reported a position in MUFG in Q4 2020 and has held it in 6 quarters since. The position peaked at $121K in Q1 2022. 576 funds tracked by Wall St. Rank hold MUFG as of Q2 2026.

Halbert Hargrove Global Advisors held 30 shares of Mitsubishi UFJ Financial worth $589 as of Q2 2026.
Mitsubishi UFJ Financial was a new Halbert Hargrove Global Advisors position in Q2 2026.
Mitsubishi UFJ Financial made up ﹤0.01% of Halbert Hargrove Global Advisors's portfolio in Q2 2026, its #508 holding.
Halbert Hargrove Global Advisors first reported a position in Mitsubishi UFJ Financial in Q4 2020 and has held it in 6 quarters since.
Halbert Hargrove Global Advisors's Mitsubishi UFJ Financial position peaked at $121K in Q1 2022.
576 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q2 2026.

Based on Halbert Hargrove Global Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.