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

Ariadne 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 		$195K Hold
11,485
– – 0.09% 235
2025
Q4 		$225K Hold
11,485
– – 0.09% 220
2025
Q3 		$177K Hold
11,485
– – 0.08% 232
2025
Q2 		$173K Buy
+11,485
New +$149K 0.08% 213

Other funds holding MUFG

Fisher Asset Management
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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

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

Ariadne Wealth Management held its Mitsubishi UFJ Financial (MUFG) position steady in Q1 2026 at 11,485 shares worth $195K. The position accounts for 0.09% of the portfolio, ranked #235.

Ariadne Wealth Management first reported a position in MUFG in Q2 2025 and has held it in 4 quarters since. The position peaked at $225K in Q4 2025. 537 funds tracked by Wall St. Rank hold MUFG as of Q1 2026.

  • Ariadne Wealth Management held 11,485 shares of Mitsubishi UFJ Financial worth $195K as of Q1 2026.
  • Ariadne Wealth Management left its Mitsubishi UFJ Financial share count unchanged in Q1 2026.
  • Mitsubishi UFJ Financial made up 0.09% of Ariadne Wealth Management's portfolio in Q1 2026, its #235 holding.
  • Ariadne Wealth Management first reported a position in Mitsubishi UFJ Financial in Q2 2025 and has held it in 4 quarters since.
  • Ariadne Wealth Management's Mitsubishi UFJ Financial position peaked at $225K in Q4 2025.
  • 537 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q1 2026.

Based on Ariadne Wealth Management's 13F filing for Q1 2026, filed 18 May 2026.