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

Axxcess 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 		– Sell
-10,149
Closed -$161K – 776
2025
Q4 		$161K Buy
+10,149
New +$157K ﹤0.01% 1006

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Bank of America
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Northern Trust
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BlackRock
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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

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

Axxcess Wealth Management sold out of Mitsubishi UFJ Financial (MUFG) in Q1 2026, closing a stake of 10,149 shares — an estimated $161K sold.

Axxcess Wealth Management first reported a position in MUFG in Q4 2025 and held it in 1 quarter. The position peaked at $161K in Q4 2025. 539 funds tracked by Wall St. Rank hold MUFG as of Q1 2026.

  • Axxcess Wealth Management reported no remaining Mitsubishi UFJ Financial position as of Q1 2026 after selling out during the quarter.
  • Axxcess Wealth Management sold 10,149 Mitsubishi UFJ Financial shares in Q1 2026, an estimated $161K.
  • Axxcess Wealth Management first reported a position in Mitsubishi UFJ Financial in Q4 2025 and held it in 1 quarter.
  • Axxcess Wealth Management's Mitsubishi UFJ Financial position peaked at $161K in Q4 2025.
  • 539 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q1 2026.

Based on Axxcess Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.