AWA
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Aaron Wealth Advisors’s Mitsubishi UFJ Financial MUFG Stock Holding History

Aaron Wealth Advisors’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
Q3 		$3.6M Buy
156,150
+6,049
+4% +$136K 0.18% 73
2026
Q2 		$2.99M Buy
150,101
+10,567
+8% +$199K 0.15% 85
2026
Q1 		$2.37M Buy
139,534
+32,364
+30% +$576K 0.13% 90
2025
Q4 		$1.7M Buy
107,170
+23,832
+29% +$368K 0.09% 151
2025
Q3 		$1.33M Sell
83,338
-16,784
-17% -$248K 0.08% 174
2025
Q2 		$1.37M Buy
100,122
+8,996
+10% +$116K 0.14% 106
2025
Q1 		$1.24M Buy
91,126
+5,565
+7% +$71.7K 0.14% 105
2024
Q4 		$1M Buy
85,561
+7,819
+10% +$87.9K 0.12% 119
2024
Q3 		$791K Buy
77,742
+13,017
+20% +$137K 0.09% 136
2024
Q2 		$699K Buy
64,725
+4,539
+8% +$46K 0.1% 134
2024
Q1 		$616K Buy
60,186
+25,384
+73% +$246K 0.09% 142
2023
Q4 		$300K Buy
34,802
+2,260
+7% +$19.1K 0.05% 191
2023
Q3 		$276K Buy
32,542
+1,700
+6% +$13.6K 0.04% 207
2023
Q2 		$227K Buy
30,842
+12,872
+72% +$85.7K 0.03% 231
2023
Q1 		$115K Hold
17,970
– – 0.02% 247
2022
Q4 		$120K Buy
+17,970
New +$93K 0.02% 238
2022
Q2 		– Sell
-3,999
Closed -$24.8K – 603
2022
Q1 		$24.8K Buy
+3,999
New +$24.8K 0.01% 598

Other funds holding MUFG

BCAM
Boston Common Asset Management Boston, Massachusetts $1.72B AUM 26.04% 1-Year Est. Return
AAM
Augustine Asset Management Jacksonville, Florida $464M AUM 16.89% 1-Year Est. Return
HJIM
Henry James International Management New York $330M AUM 35.5% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Aaron Wealth Advisors's MUFG Position: Q3 2026 in Review

Aaron Wealth Advisors increased its Mitsubishi UFJ Financial (MUFG) stake by 4% in Q3 2026, buying an estimated $136K and bringing the position to 156,150 shares worth $3.6M. The position accounts for 0.18% of the portfolio, ranked #73.

Aaron Wealth Advisors first reported a position in MUFG in Q1 2022 and has held it in 17 quarters since. 49 funds tracked by Wall St. Rank hold MUFG as of Q3 2026.

  • Aaron Wealth Advisors held 156,150 shares of Mitsubishi UFJ Financial worth $3.6M as of Q3 2026.
  • Aaron Wealth Advisors bought 6,049 Mitsubishi UFJ Financial shares in Q3 2026, an estimated $136K.
  • Mitsubishi UFJ Financial made up 0.18% of Aaron Wealth Advisors's portfolio in Q3 2026, its #73 holding.
  • Aaron Wealth Advisors first reported a position in Mitsubishi UFJ Financial in Q1 2022 and has held it in 17 quarters since.
  • 49 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q3 2026.

Based on Aaron Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.