HB Wealth Management’s Mitsubishi UFJ Financial MUFG Stock Holding History

HB 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	$1.8M	Buy	90,600 +2,925	+3%	+$55.1K	0.01%	513
2026 Q1	$1.49M	Buy	87,675 +9,149	+12%	+$163K	0.01%	518
2025 Q4	$1.25M	Sell	78,526 -11,978	-13%	-$185K	0.01%	558
2025 Q3	$1.44M	Buy	90,504 +63,038	+230%	+$933K	0.01%	507
2025 Q2	$377K	Sell	27,466 -51,370	-65%	-$664K	﹤0.01%	850
2025 Q1	$1.07M	Buy	78,836 +8,663	+12%	+$112K	0.01%	520
2024 Q4	$822K	Buy	+70,173	New	+$789K	0.01%	464

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

HB Wealth Management's MUFG Position: Q2 2026 in Review

HB Wealth Management increased its Mitsubishi UFJ Financial (MUFG) stake by 3.3% in Q2 2026, buying an estimated $55.1K and bringing the position to 90,600 shares worth $1.8M. The position accounts for 0.01% of the portfolio, ranked #513.

HB Wealth Management first reported a position in MUFG in Q4 2024 and has held it in 7 quarters since. 576 funds tracked by Wall St. Rank hold MUFG as of Q2 2026.

HB Wealth Management held 90,600 shares of Mitsubishi UFJ Financial worth $1.8M as of Q2 2026.
HB Wealth Management bought 2,925 Mitsubishi UFJ Financial shares in Q2 2026, an estimated $55.1K.
Mitsubishi UFJ Financial made up 0.01% of HB Wealth Management's portfolio in Q2 2026, its #513 holding.
HB Wealth Management first reported a position in Mitsubishi UFJ Financial in Q4 2024 and has held it in 7 quarters since.
576 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.