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Atria Investments’s Mitsubishi UFJ Financial MUFG Stock Holding History

Atria Investments’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 		$4.47M Sell
263,125
-5,115
-2% -$91K 0.05% 405
2025
Q4 		$4.25M Buy
268,240
+18,659
+7% +$289K 0.05% 437
2025
Q3 		$3.98M Sell
249,581
-20,253
-8% -$300K 0.05% 463
2025
Q2 		$3.7M Sell
269,834
-54,303
-17% -$702K 0.04% 493
2025
Q1 		$4.42M Sell
324,137
-14,943
-4% -$192K 0.06% 412
2024
Q4 		$3.97M Buy
339,080
+32,573
+11% +$366K 0.05% 427
2024
Q3 		$3.12M Buy
306,507
+44,800
+17% +$473K 0.04% 514
2024
Q2 		$2.83M Buy
261,707
+1,809
+0.7% +$18.3K 0.04% 524
2024
Q1 		$2.65M Sell
259,898
-1,582
-0.6% -$15.3K 0.04% 544
2023
Q4 		$2.25M Buy
261,480
+11,146
+4% +$94K 0.03% 555
2023
Q3 		$2.12M Sell
250,334
-1,590
-0.6% -$12.7K 0.04% 551
2023
Q2 		$1.85M Buy
251,924
+18,193
+8% +$121K 0.03% 584
2023
Q1 		$1.49M Buy
233,731
+629
+0.3% +$4.4K 0.03% 649
2022
Q4 		$1.55M Buy
+233,102
New +$1.21M 0.03% 602
2022
Q3 		– Sell
-224,877
Closed -$1.2M – 777
2022
Q2 		$1.2M Buy
+224,877
New +$1.3M 0.03% 680
2017
Q3 		– Sell
-10,063
Closed -$68K – 814
2017
Q2 		$68K Sell
10,063
-370
-4% -$2.36K ﹤0.01% 743
2017
Q1 		$66K Sell
10,433
-282
-3% -$1.84K ﹤0.01% 673
2016
Q4 		$66K Buy
+10,715
New +$60.9K 0.01% 624
2014
Q4 		– Sell
-10,912
Closed -$61K – 451
2014
Q3 		$61K Sell
10,912
-427
-4% -$2.49K 0.01% 452
2014
Q2 		$70K Sell
11,339
-402
-3% -$2.27K 0.01% 414
2014
Q1 		$65K Sell
11,741
-973
-8% -$5.81K 0.01% 420
2013
Q4 		$85K Sell
12,714
-2,217
-15% -$14.2K 0.01% 438
2013
Q3 		$96K Buy
14,931
+840
+6% +$5.34K 0.01% 441
2013
Q2 		$88K Buy
+14,091
New +$90.3K 0.01% 388

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

Atria Investments's MUFG Position: Q1 2026 in Review

Atria Investments reduced its Mitsubishi UFJ Financial (MUFG) stake by 1.9% in Q1 2026, selling an estimated $91K and leaving 263,125 shares worth $4.47M. The position accounts for 0.05% of the portfolio, ranked #405.

Atria Investments first reported a position in MUFG in Q2 2013 and has held it in 24 quarters since. 537 funds tracked by Wall St. Rank hold MUFG as of Q1 2026.

  • Atria Investments held 263,125 shares of Mitsubishi UFJ Financial worth $4.47M as of Q1 2026.
  • Atria Investments sold 5,115 Mitsubishi UFJ Financial shares in Q1 2026, an estimated $91K.
  • Mitsubishi UFJ Financial made up 0.05% of Atria Investments's portfolio in Q1 2026, its #405 holding.
  • Atria Investments first reported a position in Mitsubishi UFJ Financial in Q2 2013 and has held it in 24 quarters since.
  • 537 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q1 2026.

Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.