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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
Q3 		$205K Sell
8,898
-3,254
-27% -$73.4K 0.04% 279
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

GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
SP
Successful Portfolios Clearwater, Florida $217M AUM 30.72% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
RA
Riversedge Advisors Wilmington, Delaware $813M AUM 18.09% 1-Year Est. Return

Baker Tilly Wealth Management's MUFG Position: Q3 2026 in Review

Baker Tilly Wealth Management reduced its Mitsubishi UFJ Financial (MUFG) stake by 27% in Q3 2026, selling an estimated $73.4K and leaving 8,898 shares worth $205K. The position accounts for 0.04% of the portfolio, ranked #279.

Baker Tilly Wealth Management first reported a position in MUFG in Q4 2020 and has held it in 21 quarters since. The position peaked at $404K in Q2 2023. 27 funds tracked by Wall St. Rank hold MUFG as of Q3 2026.

  • Baker Tilly Wealth Management held 8,898 shares of Mitsubishi UFJ Financial worth $205K as of Q3 2026.
  • Baker Tilly Wealth Management sold 3,254 Mitsubishi UFJ Financial shares in Q3 2026, an estimated $73.4K.
  • Mitsubishi UFJ Financial made up 0.04% of Baker Tilly Wealth Management's portfolio in Q3 2026, its #279 holding.
  • Baker Tilly Wealth Management first reported a position in Mitsubishi UFJ Financial in Q4 2020 and has held it in 21 quarters since.
  • Baker Tilly Wealth Management's Mitsubishi UFJ Financial position peaked at $404K in Q2 2023.
  • 27 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q3 2026.

Based on Baker Tilly Wealth Management's 13F filing for Q3 2026, filed 5 Oct 2026.