Corient Private Wealth
MUFG icon

Corient Private Wealth’s Mitsubishi UFJ Financial MUFG Stock Holding History

Corient 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
Q1 		$2.73M Sell
164,232
-120,010
-42% -$2.14M ﹤0.01% 1101
2025
Q4 		$4.51M Buy
284,242
+147,016
+107% +$2.27M ﹤0.01% 1100
2025
Q3 		$2.19M Sell
137,226
-61,112
-31% -$905K ﹤0.01% 1022
2025
Q2 		$2.72M Buy
198,338
+79,613
+67% +$1.03M ﹤0.01% 910
2025
Q1 		$1.62M Sell
118,725
-1,633
-1% -$21K ﹤0.01% 1058
2024
Q4 		$1.41M Buy
120,358
+5,783
+5% +$65K ﹤0.01% 1151
2024
Q3 		$1.17M Sell
114,575
-4,997
-4% -$52.8K ﹤0.01% 1328
2024
Q2 		$1.29M Sell
119,572
-29,066
-20% -$295K ﹤0.01% 1234
2024
Q1 		$1.52M Sell
148,638
-11,668
-7% -$113K ﹤0.01% 1165
2023
Q4 		$1.38M Buy
160,306
+14,285
+10% +$121K ﹤0.01% 1162
2023
Q3 		$1.24M Sell
146,021
-57,317
-28% -$457K ﹤0.01% 1117
2023
Q2 		$1.5M Buy
203,338
+7,623
+4% +$50.8K ﹤0.01% 1002
2023
Q1 		$1.25M Buy
195,715
+96,254
+97% +$674K ﹤0.01% 1008
2022
Q4 		$663K Buy
+99,461
New +$515K ﹤0.01% 1052

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

Corient Private Wealth's MUFG Position: Q1 2026 in Review

Corient Private Wealth reduced its Mitsubishi UFJ Financial (MUFG) stake by 42% in Q1 2026, selling an estimated $2.14M and leaving 164,232 shares worth $2.73M. The position accounts for ﹤0.01% of the portfolio, ranked #1101.

Corient Private Wealth first reported a position in MUFG in Q4 2022 and has held it in 14 quarters since. The position peaked at $4.51M in Q4 2025. 537 funds tracked by Wall St. Rank hold MUFG as of Q1 2026.

  • Corient Private Wealth held 164,232 shares of Mitsubishi UFJ Financial worth $2.73M as of Q1 2026.
  • Corient Private Wealth sold 120,010 Mitsubishi UFJ Financial shares in Q1 2026, an estimated $2.14M.
  • Mitsubishi UFJ Financial made up ﹤0.01% of Corient Private Wealth's portfolio in Q1 2026, its #1101 holding.
  • Corient Private Wealth first reported a position in Mitsubishi UFJ Financial in Q4 2022 and has held it in 14 quarters since.
  • Corient Private Wealth's Mitsubishi UFJ Financial position peaked at $4.51M in Q4 2025.
  • 537 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.