Wealth Enhancement Advisory Services’s Mitsubishi UFJ Financial MUFG Stock Holding History

Wealth Enhancement Advisory Services’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	$1.07M	Buy	49,645 +11,341	+30%	+$214K	﹤0.01%	2019
2026 Q1	$670K	Buy	38,304 +2,594	+7%	+$46.2K	﹤0.01%	2104
2025 Q4	$587K	Buy	35,710 +9,643	+37%	+$149K	﹤0.01%	2360
2025 Q3	$396K	Buy	26,067 +4,121	+19%	+$61K	﹤0.01%	2558
2025 Q2	$306K	Buy	21,946 +11,460	+109%	+$148K	﹤0.01%	2622
2025 Q1	$143K	Buy	+10,486	New	+$135K	﹤0.01%	2692

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

BCAM

Boston Common Asset Management Boston, Massachusetts $1.69B AUM 28.29% 1-Year Est. Return

AAM

Augustine Asset Management Jacksonville, Florida $494M AUM 76.22% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 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

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

PAS

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

Wealth Enhancement Advisory Services's MUFG Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Mitsubishi UFJ Financial (MUFG) stake by 30% in Q2 2026, buying an estimated $214K and bringing the position to 49,645 shares worth $1.07M. The position accounts for ﹤0.01% of the portfolio, ranked #2019.

Wealth Enhancement Advisory Services first reported a position in MUFG in Q1 2025 and has held it in 6 quarters since. 153 funds tracked by Wall St. Rank hold MUFG as of Q2 2026.

Wealth Enhancement Advisory Services held 49,645 shares of Mitsubishi UFJ Financial worth $1.07M as of Q2 2026.
Wealth Enhancement Advisory Services bought 11,341 Mitsubishi UFJ Financial shares in Q2 2026, an estimated $214K.
Mitsubishi UFJ Financial made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #2019 holding.
Wealth Enhancement Advisory Services first reported a position in Mitsubishi UFJ Financial in Q1 2025 and has held it in 6 quarters since.
153 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.