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

Cassaday & 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	$13.5K	Buy	+796	New	+$14.2K	﹤0.01%	838

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

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

Cassaday & Co Wealth Management opened a new position in Mitsubishi UFJ Financial (MUFG) in Q1 2026: 796 shares worth $13.5K. The stake represents ﹤0.01% of the portfolio and ranks #838 among its holdings.

537 funds tracked by Wall St. Rank hold MUFG as of Q1 2026.

Cassaday & Co Wealth Management held 796 shares of Mitsubishi UFJ Financial worth $13.5K as of Q1 2026.
Mitsubishi UFJ Financial was a new Cassaday & Co Wealth Management position in Q1 2026.
Mitsubishi UFJ Financial made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q1 2026, its #838 holding.
537 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q1 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.