HHM Wealth Advisors’s Mitsubishi UFJ Financial MUFG Stock Holding History

HHM Wealth 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	$6.49K	Buy	+326	New	+$6.14K	﹤0.01%	692
2024 Q2	–	Sell	-1,995	Closed	-$20.4K	–	837
2024 Q1	$20.4K	Hold	1,995	–	–	﹤0.01%	408
2023 Q4	$17.2K	Hold	1,995	–	–	﹤0.01%	431
2023 Q3	$16.9K	Sell	1,995 -490	-20%	-$3.91K	﹤0.01%	428
2023 Q2	$18.3K	Sell	2,485 -343	-12%	-$2.28K	﹤0.01%	431
2023 Q1	$18.1K	Buy	2,828 +382	+16%	+$2.67K	﹤0.01%	430
2022 Q4	$16.3K	Buy	2,446 +280	+13%	+$1.45K	﹤0.01%	387
2022 Q3	$10K	Hold	2,166	–	–	﹤0.01%	440
2022 Q2	$0	Buy	+2,166	New	+$12.5K	﹤0.01%	822

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

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

MAMA

Myriad Asset Management Advisors West Palm Beach, Florida $424M AUM

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

HHM Wealth Advisors's MUFG Position: Q2 2026 in Review

HHM Wealth Advisors opened a new position in Mitsubishi UFJ Financial (MUFG) in Q2 2026: 326 shares worth $6.49K. The stake represents ﹤0.01% of the portfolio and ranks #692 among its holdings. This is a return to the name: HHM Wealth Advisors previously reported a position in MUFG as recently as Q1 2024.

HHM Wealth Advisors first reported a position in MUFG in Q2 2022 and has held it in 9 quarters since. The position peaked at $20.4K in Q1 2024. 103 funds tracked by Wall St. Rank hold MUFG as of Q2 2026.

HHM Wealth Advisors held 326 shares of Mitsubishi UFJ Financial worth $6.49K as of Q2 2026.
Mitsubishi UFJ Financial was a new HHM Wealth Advisors position in Q2 2026.
Mitsubishi UFJ Financial made up ﹤0.01% of HHM Wealth Advisors's portfolio in Q2 2026, its #692 holding.
HHM Wealth Advisors first reported a position in Mitsubishi UFJ Financial in Q2 2022 and has held it in 9 quarters since.
HHM Wealth Advisors's Mitsubishi UFJ Financial position peaked at $20.4K in Q1 2024.
103 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q2 2026.

Based on HHM Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.