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Beverly Hills Private Wealth’s Mitsubishi UFJ Financial MUFG Stock Holding History

Beverly Hills Private Wealth’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 		– Sell
-18,390
Closed -$312K – 328
2026
Q1 		$312K Sell
18,390
-1,872
-9% -$33.3K 0.05% 264
2025
Q4 		$321K Sell
20,262
-119
-0.6% -$1.84K 0.06% 243
2025
Q3 		$325K Sell
20,381
-1,906
-9% -$28.2K 0.06% 251
2025
Q2 		$306K Sell
22,287
-1,762
-7% -$22.8K 0.06% 260
2025
Q1 		$328K Buy
24,049
+224
+0.9% +$2.88K 0.06% 242
2024
Q4 		$279K Sell
23,825
-313
-1% -$3.52K 0.06% 268
2024
Q3 		$246K Sell
24,138
-6,515
-21% -$68.8K 0.05% 298
2024
Q2 		$331K Buy
30,653
+1,414
+5% +$14.3K 0.07% 256
2024
Q1 		$299K Sell
29,239
-805
-3% -$7.79K 0.07% 277
2023
Q4 		$259K Sell
30,044
-1,052
-3% -$8.87K 0.07% 277
2023
Q3 		$264K Sell
31,096
-34,508
-53% -$275K 0.08% 242
2023
Q2 		$521K Buy
65,604
+32,507
+98% +$216K 0.09% 225
2023
Q1 		$211K Buy
33,097
+13,912
+73% +$97.4K 0.07% 256
2022
Q4 		$128K Buy
+19,185
New +$99.3K 0.06% 223

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

Beverly Hills Private Wealth's MUFG Position: Q2 2026 in Review

Beverly Hills Private Wealth sold out of Mitsubishi UFJ Financial (MUFG) in Q2 2026, closing a stake of 18,390 shares — an estimated $312K sold.

Beverly Hills Private Wealth first reported a position in MUFG in Q4 2022 and held it in 14 quarters. The position peaked at $521K in Q2 2023. 572 funds tracked by Wall St. Rank hold MUFG as of Q2 2026.

  • Beverly Hills Private Wealth reported no remaining Mitsubishi UFJ Financial position as of Q2 2026 after selling out during the quarter.
  • Beverly Hills Private Wealth sold 18,390 Mitsubishi UFJ Financial shares in Q2 2026, an estimated $312K.
  • Beverly Hills Private Wealth first reported a position in Mitsubishi UFJ Financial in Q4 2022 and held it in 14 quarters.
  • Beverly Hills Private Wealth's Mitsubishi UFJ Financial position peaked at $521K in Q2 2023.
  • 572 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q2 2026.

Based on Beverly Hills Private Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.