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EP Wealth Advisors’s Mitsubishi UFJ Financial MUFG Stock Holding History

EP Wealth Advisors’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 		$470K Buy
23,618
+1,614
+7% +$30.4K ﹤0.01% 1055
2026
Q1 		$373K Sell
22,004
-953
-4% -$17K ﹤0.01% 1045
2025
Q4 		$364K Buy
+22,957
New +$355K ﹤0.01% 1025

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

EP Wealth Advisors's MUFG Position: Q2 2026 in Review

EP Wealth Advisors increased its Mitsubishi UFJ Financial (MUFG) stake by 7.3% in Q2 2026, buying an estimated $30.4K and bringing the position to 23,618 shares worth $470K. The position accounts for ﹤0.01% of the portfolio, ranked #1055.

EP Wealth Advisors first reported a position in MUFG in Q4 2025 and has held it in 3 quarters since. 572 funds tracked by Wall St. Rank hold MUFG as of Q2 2026.

  • EP Wealth Advisors held 23,618 shares of Mitsubishi UFJ Financial worth $470K as of Q2 2026.
  • EP Wealth Advisors bought 1,614 Mitsubishi UFJ Financial shares in Q2 2026, an estimated $30.4K.
  • Mitsubishi UFJ Financial made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1055 holding.
  • EP Wealth Advisors first reported a position in Mitsubishi UFJ Financial in Q4 2025 and has held it in 3 quarters since.
  • 572 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.