Advisornet Financial’s Mitsubishi UFJ Financial MUFG Stock Holding History

Advisornet Financial’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 Q1	$18.6K	Hold	1,096	–	–	﹤0.01%	1361
2025 Q4	$17.4K	Hold	1,096	–	–	﹤0.01%	1380
2025 Q3	$17.5K	Sell	1,096 -84	-7%	-$1.24K	﹤0.01%	1347
2025 Q2	$16.2K	Hold	1,180	–	–	﹤0.01%	1343
2025 Q1	$16.1K	Buy	1,180 +41	+4%	+$528	﹤0.01%	1274
2024 Q4	$13.3K	Sell	1,139 -3,151	-73%	-$35.4K	﹤0.01%	1248
2024 Q3	$43.7K	Hold	4,290	–	–	﹤0.01%	942
2024 Q2	$46.3K	Buy	4,290 +2,848	+198%	+$28.9K	﹤0.01%	843
2024 Q1	$14.8K	Buy	1,442 +704	+95%	+$6.81K	﹤0.01%	1172
2023 Q4	$6.35K	Hold	738	–	–	﹤0.01%	1435
2023 Q3	$6.27K	Hold	738	–	–	﹤0.01%	1364
2023 Q2	$5.44K	Hold	738	–	–	﹤0.01%	1481
2023 Q1	$4.72K	Hold	738	–	–	﹤0.01%	1507
2022 Q4	$4.92K	Hold	738	–	–	﹤0.01%	1472
2022 Q3	$3K	Sell	738 -4,165	-85%	-$21.7K	﹤0.01%	1615
2022 Q2	$26K	Hold	4,903	–	–	﹤0.01%	1047
2022 Q1	$30K	Hold	4,903	–	–	﹤0.01%	1127
2021 Q4	$27K	Buy	4,903 +713	+17%	+$4.01K	﹤0.01%	1214
2021 Q3	$25K	Buy	+4,190	New	+$23.3K	﹤0.01%	1193

Other funds holding MUFG

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Advisornet Financial's MUFG Position: Q1 2026 in Review

Advisornet Financial held its Mitsubishi UFJ Financial (MUFG) position steady in Q1 2026 at 1,096 shares worth $18.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1361.

Advisornet Financial first reported a position in MUFG in Q3 2021 and has held it in 19 quarters since. The position peaked at $46.3K in Q2 2024. 537 funds tracked by Wall St. Rank hold MUFG as of Q1 2026.

Advisornet Financial held 1,096 shares of Mitsubishi UFJ Financial worth $18.6K as of Q1 2026.
Advisornet Financial left its Mitsubishi UFJ Financial share count unchanged in Q1 2026.
Mitsubishi UFJ Financial made up ﹤0.01% of Advisornet Financial's portfolio in Q1 2026, its #1361 holding.
Advisornet Financial first reported a position in Mitsubishi UFJ Financial in Q3 2021 and has held it in 19 quarters since.
Advisornet Financial's Mitsubishi UFJ Financial position peaked at $46.3K in Q2 2024.
537 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q1 2026.

Based on Advisornet Financial's 13F filing for Q1 2026, filed 17 Apr 2026.