Bartlett & Co Wealth Management’s Mitsubishi UFJ Financial MUFG Stock Holding History

Bartlett & Co 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	$20.3K	Hold	1,158	–	–	﹤0.01%	817
2025 Q4	$18.4K	Hold	1,158	–	–	﹤0.01%	837
2025 Q3	$18.5K	Hold	1,158	–	–	﹤0.01%	832
2025 Q2	$16.2K	Hold	1,158	–	–	﹤0.01%	849
2025 Q1	$15.8K	Buy	+1,158	New	+$14.9K	﹤0.01%	852
2021 Q3	–	Sell	-195	Closed	-$1.08K	–	1024
2021 Q2	$1.08K	Hold	195	–	–	﹤0.01%	940
2021 Q1	$1.07K	Hold	195	–	–	﹤0.01%	965
2020 Q4	$864	Buy	+195	New	+$829	﹤0.01%	1074

Other funds holding MUFG

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bartlett & Co Wealth Management's MUFG Position: Q1 2026 in Review

Bartlett & Co Wealth Management held its Mitsubishi UFJ Financial (MUFG) position steady in Q1 2026 at 1,158 shares worth $20.3K. The position accounts for ﹤0.01% of the portfolio, ranked #817.

Bartlett & Co Wealth Management first reported a position in MUFG in Q4 2020 and has held it in 8 quarters since. 537 funds tracked by Wall St. Rank hold MUFG as of Q1 2026.

Bartlett & Co Wealth Management held 1,158 shares of Mitsubishi UFJ Financial worth $20.3K as of Q1 2026.
Bartlett & Co Wealth Management left its Mitsubishi UFJ Financial share count unchanged in Q1 2026.
Mitsubishi UFJ Financial made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q1 2026, its #817 holding.
Bartlett & Co Wealth Management first reported a position in Mitsubishi UFJ Financial in Q4 2020 and has held it in 8 quarters since.
537 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q1 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.