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Diversify Wealth Management’s Mitsubishi UFJ Financial MUFG Stock Holding History

Diversify 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 		$3.96M Buy
227,153
+74,042
+48% +$1.32M 0.07% 235
2025
Q4 		$2.68M Buy
153,111
+7,521
+5% +$116K 0.12% 191
2025
Q3 		$2.21M Sell
145,590
-625
-0.4% -$9.25K 0.13% 168
2025
Q2 		$2.21M Buy
146,215
+20,575
+16% +$266K 0.14% 172
2025
Q1 		$1.6M Buy
125,640
+13,155
+12% +$169K 0.12% 189
2024
Q4 		$1.33M Buy
112,485
+22,524
+25% +$253K 0.1% 182
2024
Q3 		$918K Buy
89,961
+4,186
+5% +$44.2K 0.09% 205
2024
Q2 		$815K Buy
+85,775
New +$870K 0.1% 189

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

Diversify Wealth Management's MUFG Position: Q1 2026 in Review

Diversify Wealth Management increased its Mitsubishi UFJ Financial (MUFG) stake by 48% in Q1 2026, buying an estimated $1.32M and bringing the position to 227,153 shares worth $3.96M. The position accounts for 0.07% of the portfolio, ranked #235.

Diversify Wealth Management first reported a position in MUFG in Q2 2024 and has held it in 8 quarters since. 537 funds tracked by Wall St. Rank hold MUFG as of Q1 2026.

  • Diversify Wealth Management held 227,153 shares of Mitsubishi UFJ Financial worth $3.96M as of Q1 2026.
  • Diversify Wealth Management bought 74,042 Mitsubishi UFJ Financial shares in Q1 2026, an estimated $1.32M.
  • Mitsubishi UFJ Financial made up 0.07% of Diversify Wealth Management's portfolio in Q1 2026, its #235 holding.
  • Diversify Wealth Management first reported a position in Mitsubishi UFJ Financial in Q2 2024 and has held it in 8 quarters since.
  • 537 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q1 2026.

Based on Diversify Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.