Aprio Wealth Management
MUFG icon

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

Aprio 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
Q3 		$1.16M Buy
50,137
+1,303
+3% +$29.4K 0.05% 224
2026
Q2 		$971K Buy
48,834
+4,893
+11% +$92.2K 0.05% 241
2026
Q1 		$746K Buy
43,941
+3,010
+7% +$53.6K 0.04% 254
2025
Q4 		$654K Buy
40,931
+3,485
+9% +$53.9K 0.04% 268
2025
Q3 		$597K Buy
37,446
+2,687
+8% +$39.8K 0.06% 194
2025
Q2 		$477K Sell
34,759
-1,713
-5% -$22.2K 0.05% 193
2025
Q1 		$497K Buy
36,472
+11,639
+47% +$150K 0.06% 183
2024
Q4 		$291K Buy
24,833
+4,764
+24% +$53.6K 0.04% 224
2024
Q3 		$204K Buy
20,069
+403
+2% +$4.25K 0.03% 269
2024
Q2 		$212K Buy
19,666
+1,996
+11% +$20.2K 0.04% 233
2024
Q1 		$181K Buy
17,670
+1,866
+12% +$18.1K 0.04% 229
2023
Q4 		$136K Buy
15,804
+2,954
+23% +$24.9K 0.03% 192
2023
Q3 		$109K Buy
+12,850
New +$103K 0.03% 172

Other funds holding MUFG

Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Todd Asset Management
Todd Asset Management Louisville, Kentucky $5.51B AUM 33.77% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky Frankfort, Kentucky $14.7B AUM 33.6% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Aprio Wealth Management's MUFG Position: Q3 2026 in Review

Aprio Wealth Management increased its Mitsubishi UFJ Financial (MUFG) stake by 2.7% in Q3 2026, buying an estimated $29.4K and bringing the position to 50,137 shares worth $1.16M. The position accounts for 0.05% of the portfolio, ranked #224.

Aprio Wealth Management first reported a position in MUFG in Q3 2023 and has held it in 13 quarters since. 374 funds tracked by Wall St. Rank hold MUFG as of Q3 2026.

  • Aprio Wealth Management held 50,137 shares of Mitsubishi UFJ Financial worth $1.16M as of Q3 2026.
  • Aprio Wealth Management bought 1,303 Mitsubishi UFJ Financial shares in Q3 2026, an estimated $29.4K.
  • Mitsubishi UFJ Financial made up 0.05% of Aprio Wealth Management's portfolio in Q3 2026, its #224 holding.
  • Aprio Wealth Management first reported a position in Mitsubishi UFJ Financial in Q3 2023 and has held it in 13 quarters since.
  • 374 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q3 2026.

Based on Aprio Wealth Management's 13F filing for Q3 2026, filed 28 Oct 2026.