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Creative Planning MBFJF Position History
Mitsubishi UFJ Financial Group, Inc. • Financial Services
Quarters held
10
Latest value
$38.8M
Q3 2026
Peak value
$38.8M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $16.5M |
| Q3 2025 | $542K |
| Q4 2025 | $18M |
| Q4 2025 | $565K |
| Q1 2026 | $613K |
| Q1 2026 | $21.7M |
| Q2 2026 | $727K |
| Q2 2026 | $30.1M |
| Q3 2026 | $826K |
| Q3 2026 | $38.8M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $38.8M | 1.68M | — | — |
| Q3 2026 | $826K | 35.8K | — | — |
| Q2 2026 | $30.1M | 1.51M | — | — |
| Q2 2026 | $727K | 36.5K | — | — |
| Q1 2026 | $21.7M | 1.28M | — | — |
| Q1 2026 | $613K | 36.1K | — | — |
| Q4 2025 | $565K | 35.6K | — | — |
| Q4 2025 | $18M | 1.13M | — | — |
| Q3 2025 | $542K | 34.0K | — | — |
| Q3 2025 | $16.5M | 1.03M | — | — |