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HB Wealth Management, LLC → MBFJF
HB Wealth Management, LLC MBFJF Position History
Mitsubishi UFJ Financial Group, Inc. • Financial Services
Quarters held
4
Latest value
$2.9M
Q3 2026
Peak value
$2.9M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $1.2M |
| Q1 2026 | $1.5M |
| Q2 2026 | $1.8M |
| Q3 2026 | $2.9M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $2.9M | 124.8K | — | — |
| Q2 2026 | $1.8M | 90.6K | — | — |
| Q1 2026 | $1.5M | 87.7K | — | — |
| Q4 2025 | $1.2M | 78.5K | — | — |