EWP
MUFG icon

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
Q3 		$29.3K Hold
1,269
– – 0.01% 551
2026
Q2 		$25.2K Buy
+1,269
New +$23.9K 0.01% 506

Other funds holding MUFG

GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
RA
Riversedge Advisors Wilmington, Delaware $813M AUM 18.09% 1-Year Est. Return
AWM
Athena Wealth Management Reno, Nevada $139M AUM 20.91% 1-Year Est. Return

Elevation Wealth Partners's MUFG Position: Q3 2026 in Review

Elevation Wealth Partners held its Mitsubishi UFJ Financial (MUFG) position steady in Q3 2026 at 1,269 shares worth $29.3K. The position accounts for 0.01% of the portfolio, ranked #551.

Elevation Wealth Partners first reported a position in MUFG in Q2 2026 and has held it in 2 quarters since. 24 funds tracked by Wall St. Rank hold MUFG as of Q3 2026.

  • Elevation Wealth Partners held 1,269 shares of Mitsubishi UFJ Financial worth $29.3K as of Q3 2026.
  • Elevation Wealth Partners left its Mitsubishi UFJ Financial share count unchanged in Q3 2026.
  • Mitsubishi UFJ Financial made up 0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #551 holding.
  • Elevation Wealth Partners first reported a position in Mitsubishi UFJ Financial in Q2 2026 and has held it in 2 quarters since.
  • 24 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.