Diversify Advisory Services’s Mitsubishi UFJ Financial MUFG Stock Holding History

Diversify Advisory Services’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	–	Sell	-59,232	Closed	-$1.12M	–	625
2025 Q4	$1.12M	Buy	59,232 +5,270	+10%	+$81.5K	0.04%	374
2025 Q3	$819K	Buy	53,962 +2,845	+6%	+$42.1K	0.03%	421
2025 Q2	$772K	Buy	51,117 +9,487	+23%	+$123K	0.03%	396
2025 Q1	$529K	Buy	41,630 +10,440	+33%	+$134K	0.03%	354
2024 Q4	$368K	Buy	31,190 +4,653	+18%	+$52.3K	0.02%	438
2024 Q3	$281K	Sell	26,537 -9,433	-26%	-$99.6K	0.02%	517
2024 Q2	$398K	Sell	35,970 -58,286	-62%	-$591K	0.02%	423
2024 Q1	$941K	Buy	+94,256	New	+$912K	0.06%	263

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

Diversify Advisory Services's MUFG Position: Q1 2026 in Review

Diversify Advisory Services sold out of Mitsubishi UFJ Financial (MUFG) in Q1 2026, closing a stake of 59,232 shares — an estimated $1.12M sold.

Diversify Advisory Services first reported a position in MUFG in Q1 2024 and held it in 8 quarters. The position peaked at $1.12M in Q4 2025. 537 funds tracked by Wall St. Rank hold MUFG as of Q1 2026.

Diversify Advisory Services reported no remaining Mitsubishi UFJ Financial position as of Q1 2026 after selling out during the quarter.
Diversify Advisory Services sold 59,232 Mitsubishi UFJ Financial shares in Q1 2026, an estimated $1.12M.
Diversify Advisory Services first reported a position in Mitsubishi UFJ Financial in Q1 2024 and held it in 8 quarters.
Diversify Advisory Services's Mitsubishi UFJ Financial position peaked at $1.12M in Q4 2025.
537 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q1 2026.

Based on Diversify Advisory Services's 13F filing for Q1 2026, filed 4 May 2026.