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Beacon Pointe Advisors’s Mitsubishi UFJ Financial MUFG Stock Holding History

Beacon Pointe Advisors’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 		$2.14M Buy
126,252
+92,180
+271% +$1.64M 0.01% 703
2025
Q4 		$540K Buy
34,072
+9,771
+40% +$151K ﹤0.01% 1052
2025
Q3 		$387K Buy
24,301
+12,797
+111% +$189K ﹤0.01% 1099
2025
Q2 		$158K Sell
11,504
-2,537
-18% -$32.8K ﹤0.01% 1202
2025
Q1 		$191K Buy
+14,041
New +$181K ﹤0.01% 1158
2024
Q3 		– Sell
-24,094
Closed -$260K – 1279
2024
Q2 		$260K Buy
24,094
+5,094
+27% +$51.7K ﹤0.01% 1092
2024
Q1 		$194K Buy
19,000
+4,074
+27% +$39.4K ﹤0.01% 1274
2023
Q4 		$129K Buy
14,926
+3,276
+28% +$27.6K ﹤0.01% 1264
2023
Q3 		$98.9K Sell
11,650
-2,500
-18% -$19.9K ﹤0.01% 1278
2023
Q2 		$104K Buy
14,150
+645
+5% +$4.29K ﹤0.01% 1047
2023
Q1 		$86.3K Buy
+13,505
New +$94.5K ﹤0.01% 1108
2022
Q2 		– Sell
-174,290
Closed -$1.08M – 1170
2022
Q1 		$1.08M Buy
174,290
+157,140
+916% +$976K 0.01% 596
2021
Q4 		$94K Buy
+17,150
New +$96.6K ﹤0.01% 906
2021
Q3 		– Sell
-15,213
Closed -$82K – 944
2021
Q2 		$82K Buy
+15,213
New +$84.6K ﹤0.01% 814

Other funds holding MUFG

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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

Beacon Pointe Advisors's MUFG Position: Q1 2026 in Review

Beacon Pointe Advisors increased its Mitsubishi UFJ Financial (MUFG) stake by 271% in Q1 2026, buying an estimated $1.64M and bringing the position to 126,252 shares worth $2.14M. The position accounts for 0.01% of the portfolio, ranked #703.

Beacon Pointe Advisors first reported a position in MUFG in Q2 2021 and has held it in 14 quarters since. 537 funds tracked by Wall St. Rank hold MUFG as of Q1 2026.

  • Beacon Pointe Advisors held 126,252 shares of Mitsubishi UFJ Financial worth $2.14M as of Q1 2026.
  • Beacon Pointe Advisors bought 92,180 Mitsubishi UFJ Financial shares in Q1 2026, an estimated $1.64M.
  • Mitsubishi UFJ Financial made up 0.01% of Beacon Pointe Advisors's portfolio in Q1 2026, its #703 holding.
  • Beacon Pointe Advisors first reported a position in Mitsubishi UFJ Financial in Q2 2021 and has held it in 14 quarters since.
  • 537 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.