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Elevation Wealth Partners’s Mitsubishi UFJ Financial MUFG Stock Holding History

Elevation Wealth Partners’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 		$25.2K Buy
+1,269
New +$23.9K 0.01% 506

Other funds holding MUFG

TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
BCAM
Boston Common Asset Management Boston, Massachusetts $1.69B AUM 28.29% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AAM
Augustine Asset Management Jacksonville, Florida $494M AUM 76.22% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
HJIM
Henry James International Management New York $334M AUM 49.44% 1-Year Est. Return

Elevation Wealth Partners's MUFG Position: Q2 2026 in Review

Elevation Wealth Partners opened a new position in Mitsubishi UFJ Financial (MUFG) in Q2 2026: 1,269 shares worth $25.2K. The stake represents 0.01% of the portfolio and ranks #506 among its holdings.

200 funds tracked by Wall St. Rank hold MUFG as of Q2 2026.

  • Elevation Wealth Partners held 1,269 shares of Mitsubishi UFJ Financial worth $25.2K as of Q2 2026.
  • Mitsubishi UFJ Financial was a new Elevation Wealth Partners position in Q2 2026.
  • Mitsubishi UFJ Financial made up 0.01% of Elevation Wealth Partners's portfolio in Q2 2026, its #506 holding.
  • 200 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.