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FULCRUM WEALTH ADVISORS, LLC → MBFJF
FULCRUM WEALTH ADVISORS, LLC MBFJF Position History
Mitsubishi UFJ Financial Group, Inc. • Financial Services
Quarters held
4
Latest value
$3.1M
Q3 2026
Peak value
$3.1M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $3M |
| Q1 2026 | $2.7M |
| Q2 2026 | $3.1M |
| Q3 2026 | $3.1M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $3.1M | 134.2K | — | — |
| Q2 2026 | $3.1M | 154.4K | — | — |
| Q1 2026 | $2.7M | 157.7K | — | — |
| Q4 2025 | $3M | 192.2K | — | — |