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

Dynasty 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
Q2 		$1.49M Buy
74,982
+14,953
+25% +$282K 0.01% 153
2026
Q1 		$1.02M Sell
60,029
-2,547
-4% -$45.3K 0.01% 183
2025
Q4 		$992K Buy
62,576
+8,131
+15% +$126K 0.01% 185
2025
Q3 		$868K Buy
+54,445
New +$806K 0.01% 177

Other funds holding MUFG

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Chevy Chase Trust
Chevy Chase Trust Bethesda, Maryland $38.8B AUM 41.35% 1-Year Est. Return

Dynasty Wealth Management's MUFG Position: Q2 2026 in Review

Dynasty Wealth Management increased its Mitsubishi UFJ Financial (MUFG) stake by 25% in Q2 2026, buying an estimated $282K and bringing the position to 74,982 shares worth $1.49M. The position accounts for 0.01% of the portfolio, ranked #153.

Dynasty Wealth Management first reported a position in MUFG in Q3 2025 and has held it in 4 quarters since. 576 funds tracked by Wall St. Rank hold MUFG as of Q2 2026.

  • Dynasty Wealth Management held 74,982 shares of Mitsubishi UFJ Financial worth $1.49M as of Q2 2026.
  • Dynasty Wealth Management bought 14,953 Mitsubishi UFJ Financial shares in Q2 2026, an estimated $282K.
  • Mitsubishi UFJ Financial made up 0.01% of Dynasty Wealth Management's portfolio in Q2 2026, its #153 holding.
  • Dynasty Wealth Management first reported a position in Mitsubishi UFJ Financial in Q3 2025 and has held it in 4 quarters since.
  • 576 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q2 2026.

Based on Dynasty Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.