Avion Wealth’s Mitsubishi UFJ Financial MUFG Stock Holding History

Avion Wealth’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 Q2	$3K	Hold	169	–	–	﹤0.01%	968
2026 Q1	$2K	Hold	169	–	–	﹤0.01%	890
2025 Q4	$2K	Hold	169	–	–	﹤0.01%	895
2025 Q3	$2K	Hold	169	–	–	﹤0.01%	880
2025 Q2	$2K	Hold	169	–	–	﹤0.01%	836
2025 Q1	$1K	Hold	169	–	–	﹤0.01%	890
2024 Q4	$1K	Hold	169	–	–	﹤0.01%	887
2024 Q3	$1K	Hold	169	–	–	﹤0.01%	855
2024 Q2	$1K	Hold	169	–	–	﹤0.01%	774
2024 Q1	$2K	Hold	169	–	–	﹤0.01%	726
2023 Q4	$1K	Hold	169	–	–	﹤0.01%	884
2023 Q3	$1K	Hold	169	–	–	﹤0.01%	684
2023 Q2	$1K	Hold	169	–	–	﹤0.01%	617
2023 Q1	$1K	Buy	+169	New	+$1.18K	﹤0.01%	464

Other funds holding MUFG

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Chevy Chase Trust Bethesda, Maryland $38.8B AUM 41.35% 1-Year Est. Return

Avion Wealth's MUFG Position: Q2 2026 in Review

Avion Wealth held its Mitsubishi UFJ Financial (MUFG) position steady in Q2 2026 at 169 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #968.

Avion Wealth first reported a position in MUFG in Q1 2023 and has held it in 14 quarters since. 572 funds tracked by Wall St. Rank hold MUFG as of Q2 2026.

Avion Wealth held 169 shares of Mitsubishi UFJ Financial worth $3K as of Q2 2026.
Avion Wealth left its Mitsubishi UFJ Financial share count unchanged in Q2 2026.
Mitsubishi UFJ Financial made up ﹤0.01% of Avion Wealth's portfolio in Q2 2026, its #968 holding.
Avion Wealth first reported a position in Mitsubishi UFJ Financial in Q1 2023 and has held it in 14 quarters since.
572 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q2 2026.

Based on Avion Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.