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Baker Tilly Wealth Management’s Mitsubishi UFJ Financial MUFG Stock Holding History

Baker Tilly 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
Q2 		$242K Sell
12,152
-3,086
-20% -$58.1K 0.05% 249
2026
Q1 		$259K Buy
15,238
+1,324
+10% +$23.6K 0.06% 227
2025
Q4 		$221K Buy
13,914
+1,931
+16% +$29.9K 0.05% 266
2025
Q3 		$191K Buy
11,983
+150
+1% +$2.22K 0.04% 271
2025
Q2 		$162K Buy
11,833
+391
+3% +$5.06K 0.06% 231
2025
Q1 		$156K Buy
+11,442
New +$147K 0.06% 233
2024
Q2 		– Sell
-13,636
Closed -$139K – 366
2024
Q1 		$139K Sell
13,636
-627
-4% -$6.07K 0.03% 411
2023
Q4 		$123K Sell
14,263
-3,595
-20% -$30.3K 0.02% 460
2023
Q3 		$152K Sell
17,858
-36,986
-67% -$295K 0.03% 444
2023
Q2 		$404K Sell
54,844
-1,721
-3% -$11.5K 0.04% 392
2023
Q1 		$361K Buy
56,565
+1,120
+2% +$7.84K 0.04% 412
2022
Q4 		$370K Buy
55,445
+2,436
+5% +$12.6K 0.05% 398
2022
Q3 		$239K Buy
53,009
+2,113
+4% +$11K 0.03% 445
2022
Q2 		$272K Buy
50,896
+4,151
+9% +$23.9K 0.04% 426
2022
Q1 		$289K Buy
46,745
+798
+2% +$4.96K 0.03% 434
2021
Q4 		$251K Sell
45,947
-874
-2% -$4.92K 0.03% 462
2021
Q3 		$278K Sell
46,821
-931
-2% -$5.17K 0.04% 426
2021
Q2 		$259K Sell
47,752
-2,213
-4% -$12.3K 0.04% 423
2021
Q1 		$269K Buy
49,965
+34,488
+223% +$178K 0.06% 385
2020
Q4 		$69K Buy
+15,477
New +$65.8K 0.02% 334

Other funds holding MUFG

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Chevy Chase Trust
Chevy Chase Trust Bethesda, Maryland $38.8B AUM 41.35% 1-Year Est. Return

Baker Tilly Wealth Management's MUFG Position: Q2 2026 in Review

Baker Tilly Wealth Management reduced its Mitsubishi UFJ Financial (MUFG) stake by 20% in Q2 2026, selling an estimated $58.1K and leaving 12,152 shares worth $242K. The position accounts for 0.05% of the portfolio, ranked #249.

Baker Tilly Wealth Management first reported a position in MUFG in Q4 2020 and has held it in 20 quarters since. The position peaked at $404K in Q2 2023. 572 funds tracked by Wall St. Rank hold MUFG as of Q2 2026.

  • Baker Tilly Wealth Management held 12,152 shares of Mitsubishi UFJ Financial worth $242K as of Q2 2026.
  • Baker Tilly Wealth Management sold 3,086 Mitsubishi UFJ Financial shares in Q2 2026, an estimated $58.1K.
  • Mitsubishi UFJ Financial made up 0.05% of Baker Tilly Wealth Management's portfolio in Q2 2026, its #249 holding.
  • Baker Tilly Wealth Management first reported a position in Mitsubishi UFJ Financial in Q4 2020 and has held it in 20 quarters since.
  • Baker Tilly Wealth Management's Mitsubishi UFJ Financial position peaked at $404K in Q2 2023.
  • 572 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q2 2026.

Based on Baker Tilly Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.