Clearstead Advisors’s Mitsubishi UFJ Financial MUFG Stock Holding History

Clearstead 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	$863K	Buy	+50,826	New	+$905K	0.01%	566
2025 Q2	–	Sell	-147	Closed	-$2K	–	2828
2025 Q1	$2K	Buy	147 +73	+99%	+$940	﹤0.01%	1902
2024 Q4	$868	Sell	74 -8,207	-99%	-$92.3K	﹤0.01%	1937
2024 Q3	$84.3K	Hold	8,281	–	–	﹤0.01%	1067
2024 Q2	$89.4K	Buy	+8,281	New	+$84K	﹤0.01%	1021
2021 Q4	–	Sell	-3,132	Closed	-$19K	–	1380
2021 Q3	$19K	Buy	+3,132	New	+$17.4K	﹤0.01%	833

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

Clearstead Advisors's MUFG Position: Q1 2026 in Review

Clearstead Advisors opened a new position in Mitsubishi UFJ Financial (MUFG) in Q1 2026: 50,826 shares worth $863K. The stake represents 0.01% of the portfolio and ranks #566 among its holdings. This is a return to the name: Clearstead Advisors previously reported a position in MUFG as recently as Q1 2025.

Clearstead Advisors first reported a position in MUFG in Q3 2021 and has held it in 6 quarters since. 537 funds tracked by Wall St. Rank hold MUFG as of Q1 2026.

Clearstead Advisors held 50,826 shares of Mitsubishi UFJ Financial worth $863K as of Q1 2026.
Mitsubishi UFJ Financial was a new Clearstead Advisors position in Q1 2026.
Mitsubishi UFJ Financial made up 0.01% of Clearstead Advisors's portfolio in Q1 2026, its #566 holding.
Clearstead Advisors first reported a position in Mitsubishi UFJ Financial in Q3 2021 and has held it in 6 quarters since.
537 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q1 2026.

Based on Clearstead Advisors's 13F filing for Q1 2026, filed 6 May 2026.