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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
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% -$22.1K 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 $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

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

Aprio Wealth Management increased its Mitsubishi UFJ Financial (MUFG) stake by 7.4% in Q1 2026, buying an estimated $53.6K and bringing the position to 43,941 shares worth $746K. The position accounts for 0.04% of the portfolio, ranked #254.

Aprio Wealth Management first reported a position in MUFG in Q3 2023 and has held it in 11 quarters since. 537 funds tracked by Wall St. Rank hold MUFG as of Q1 2026.

  • Aprio Wealth Management held 43,941 shares of Mitsubishi UFJ Financial worth $746K as of Q1 2026.
  • Aprio Wealth Management bought 3,010 Mitsubishi UFJ Financial shares in Q1 2026, an estimated $53.6K.
  • Mitsubishi UFJ Financial made up 0.04% of Aprio Wealth Management's portfolio in Q1 2026, its #254 holding.
  • Aprio Wealth Management first reported a position in Mitsubishi UFJ Financial in Q3 2023 and has held it in 11 quarters since.
  • 537 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q1 2026.

Based on Aprio Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.