AWM
MUFG icon

Apollon Wealth Management’s Mitsubishi UFJ Financial MUFG Stock Holding History

Apollon Wealth Management’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 		$262K Buy
15,418
+976
+7% +$17.4K ﹤0.01% 1178
2025
Q4 		$229K Sell
14,442
-3,219
-18% -$49.8K ﹤0.01% 1177
2025
Q3 		$282K Buy
17,661
+249
+1% +$3.69K 0.01% 1073
2025
Q2 		$239K Sell
17,412
-1,693
-9% -$21.9K ﹤0.01% 1102
2025
Q1 		$260K Sell
19,105
-745
-4% -$9.6K 0.01% 1005
2024
Q4 		$233K Sell
19,850
-125
-0.6% -$1.41K 0.01% 1040
2024
Q3 		$203K Buy
19,975
+331
+2% +$3.49K 0.01% 1059
2024
Q2 		$212K Buy
19,644
+3,350
+21% +$34K 0.01% 1005
2024
Q1 		$167K Buy
16,294
+3,080
+23% +$29.8K 0.01% 1046
2023
Q4 		$114K Buy
+13,214
New +$111K ﹤0.01% 1031

Other funds holding MUFG

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Apollon Wealth Management's MUFG Position: Q1 2026 in Review

Apollon Wealth Management increased its Mitsubishi UFJ Financial (MUFG) stake by 6.8% in Q1 2026, buying an estimated $17.4K and bringing the position to 15,418 shares worth $262K. The position accounts for ﹤0.01% of the portfolio, ranked #1178.

Apollon Wealth Management first reported a position in MUFG in Q4 2023 and has held it in 10 quarters since. The position peaked at $282K in Q3 2025. 537 funds tracked by Wall St. Rank hold MUFG as of Q1 2026.

  • Apollon Wealth Management held 15,418 shares of Mitsubishi UFJ Financial worth $262K as of Q1 2026.
  • Apollon Wealth Management bought 976 Mitsubishi UFJ Financial shares in Q1 2026, an estimated $17.4K.
  • Mitsubishi UFJ Financial made up ﹤0.01% of Apollon Wealth Management's portfolio in Q1 2026, its #1178 holding.
  • Apollon Wealth Management first reported a position in Mitsubishi UFJ Financial in Q4 2023 and has held it in 10 quarters since.
  • Apollon Wealth Management's Mitsubishi UFJ Financial position peaked at $282K in Q3 2025.
  • 537 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q1 2026.

Based on Apollon Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.