Alliance Wealth Advisors (Utah)’s Mitsubishi UFJ Financial MUFG Stock Holding History

Alliance Wealth Advisors (Utah)’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	–	Sell	-11,763	Closed	-$187K	–	254
2025 Q4	$187K	Sell	11,763 -2,265	-16%	-$35K	0.04%	245
2025 Q3	$224K	Sell	14,028 -680	-5%	-$10.1K	0.05%	254
2025 Q2	$202K	Buy	14,708 +551	+4%	+$7.13K	0.05%	261
2025 Q1	$193K	Buy	14,157 +1,865	+15%	+$24K	0.05%	246
2024 Q4	$144K	Buy	12,292 +1,510	+14%	+$17K	0.04%	251
2024 Q3	$110K	Buy	10,782 +731	+7%	+$7.72K	0.03%	232
2024 Q2	$109K	Buy	+10,051	New	+$102K	0.03%	223

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

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

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

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

ClearBridge Investments New York $121B AUM 27.52% 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

Alliance Wealth Advisors (Utah)'s MUFG Position: Q1 2026 in Review

Alliance Wealth Advisors (Utah) sold out of Mitsubishi UFJ Financial (MUFG) in Q1 2026, closing a stake of 11,763 shares — an estimated $187K sold.

Alliance Wealth Advisors (Utah) first reported a position in MUFG in Q2 2024 and held it in 7 quarters. The position peaked at $224K in Q3 2025. 539 funds tracked by Wall St. Rank hold MUFG as of Q1 2026.

Alliance Wealth Advisors (Utah) reported no remaining Mitsubishi UFJ Financial position as of Q1 2026 after selling out during the quarter.
Alliance Wealth Advisors (Utah) sold 11,763 Mitsubishi UFJ Financial shares in Q1 2026, an estimated $187K.
Alliance Wealth Advisors (Utah) first reported a position in Mitsubishi UFJ Financial in Q2 2024 and held it in 7 quarters.
Alliance Wealth Advisors (Utah)'s Mitsubishi UFJ Financial position peaked at $224K in Q3 2025.
539 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q1 2026.

Based on Alliance Wealth Advisors (Utah)'s 13F filing for Q1 2026, filed 12 May 2026.