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Legacy Wealth Asset Management, LLC → MBFJF
Legacy Wealth Asset Management, LLC MBFJF Position History
Mitsubishi UFJ Financial Group, Inc. • Financial Services
Quarters held
5
Latest value
$3.1M
Q3 2026
Peak value
$3.1M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $2.3M |
| Q4 2025 | $2M |
| Q1 2026 | $2.4M |
| Q2 2026 | $2.7M |
| Q3 2026 | $3.1M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $3.1M | 136.0K | — | — |
| Q2 2026 | $2.7M | 138.0K | — | — |
| Q1 2026 | $2.4M | 138.9K | — | — |
| Q4 2025 | $2M | 123.3K | — | — |
| Q3 2025 | $2.3M | 143.1K | — | — |