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HBK Sorce Advisory’s Mitsubishi UFJ Financial MUFG Stock Holding History

HBK Sorce Advisory’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 		$298K Buy
13,307
+1,181
+10% +$22.2K 0.01% 508
2026
Q1 		$218K Buy
12,126
+96
+0.8% +$1.71K ﹤0.01% 584
2025
Q4 		$230K Buy
12,030
+80
+0.7% +$1.24K 0.01% 548
2025
Q3 		$181K Buy
11,950
+416
+4% +$6.16K ﹤0.01% 588
2025
Q2 		$158K Sell
11,534
-242
-2% -$3.13K ﹤0.01% 562
2025
Q1 		$161K Sell
11,776
-1,469
-11% -$18.9K ﹤0.01% 551
2024
Q4 		$155K Buy
+13,245
New +$149K ﹤0.01% 549

Other funds holding MUFG

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
TAM
Todd Asset Management Louisville, Kentucky $5.63B AUM 45.28% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

HBK Sorce Advisory's MUFG Position: Q2 2026 in Review

HBK Sorce Advisory increased its Mitsubishi UFJ Financial (MUFG) stake by 9.7% in Q2 2026, buying an estimated $22.2K and bringing the position to 13,307 shares worth $298K. The position accounts for 0.01% of the portfolio, ranked #508.

HBK Sorce Advisory first reported a position in MUFG in Q4 2024 and has held it in 7 quarters since. 332 funds tracked by Wall St. Rank hold MUFG as of Q2 2026.

  • HBK Sorce Advisory held 13,307 shares of Mitsubishi UFJ Financial worth $298K as of Q2 2026.
  • HBK Sorce Advisory bought 1,181 Mitsubishi UFJ Financial shares in Q2 2026, an estimated $22.2K.
  • Mitsubishi UFJ Financial made up 0.01% of HBK Sorce Advisory's portfolio in Q2 2026, its #508 holding.
  • HBK Sorce Advisory first reported a position in Mitsubishi UFJ Financial in Q4 2024 and has held it in 7 quarters since.
  • 332 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q2 2026.

Based on HBK Sorce Advisory's 13F filing for Q2 2026, filed 6 Aug 2026.