55 North Private Wealth’s Mitsubishi UFJ Financial MUFG Stock Holding History

55 North Private Wealth’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	$531K	Buy	26,685 +8,944	+50%	+$168K	0.1%	92
2026 Q1	$301K	Buy	17,741 +3,317	+23%	+$59K	0.08%	133
2025 Q4	$229K	Buy	+14,424	New	+$223K	0.06%	163

Other funds holding MUFG

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Chevy Chase Trust Bethesda, Maryland $38.8B AUM 41.35% 1-Year Est. Return

55 North Private Wealth's MUFG Position: Q2 2026 in Review

55 North Private Wealth increased its Mitsubishi UFJ Financial (MUFG) stake by 50% in Q2 2026, buying an estimated $168K and bringing the position to 26,685 shares worth $531K. The position accounts for 0.1% of the portfolio, ranked #92.

55 North Private Wealth first reported a position in MUFG in Q4 2025 and has held it in 3 quarters since. 571 funds tracked by Wall St. Rank hold MUFG as of Q2 2026.

55 North Private Wealth held 26,685 shares of Mitsubishi UFJ Financial worth $531K as of Q2 2026.
55 North Private Wealth bought 8,944 Mitsubishi UFJ Financial shares in Q2 2026, an estimated $168K.
Mitsubishi UFJ Financial made up 0.1% of 55 North Private Wealth's portfolio in Q2 2026, its #92 holding.
55 North Private Wealth first reported a position in Mitsubishi UFJ Financial in Q4 2025 and has held it in 3 quarters since.
571 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q2 2026.

Based on 55 North Private Wealth's 13F filing for Q2 2026, filed 7 Jul 2026.