Evoke Wealth’s Mitsubishi UFJ Financial MUFG Stock Holding History

Evoke Wealth’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	$260K	Buy	15,321 +2,429	+19%	+$43.2K	﹤0.01%	582
2025 Q4	$204K	Buy	12,892 +1,390	+12%	+$21.5K	﹤0.01%	632
2025 Q3	$183K	Buy	+11,502	New	+$170K	﹤0.01%	622
2023 Q1	–	Sell	-12,997	Closed	-$86.7K	–	367
2022 Q4	$86.7K	Buy	+12,997	New	+$67.3K	﹤0.01%	350
2020 Q3	–	Sell	-200	Closed	-$1K	–	1089
2020 Q2	$1K	Sell	200 -355	-64%	-$1.41K	﹤0.01%	1000
2020 Q1	$2.03K	Sell	555 -388	-41%	-$1.85K	﹤0.01%	796
2019 Q4	$5.12K	Buy	943 +1	+0.1%	+$5	﹤0.01%	903
2019 Q3	$4.79K	Buy	+942	New	+$4.62K	﹤0.01%	1012

Other funds holding MUFG

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Evoke Wealth's MUFG Position: Q1 2026 in Review

Evoke Wealth increased its Mitsubishi UFJ Financial (MUFG) stake by 19% in Q1 2026, buying an estimated $43.2K and bringing the position to 15,321 shares worth $260K. The position accounts for ﹤0.01% of the portfolio, ranked #582.

Evoke Wealth first reported a position in MUFG in Q3 2019 and has held it in 8 quarters since. 537 funds tracked by Wall St. Rank hold MUFG as of Q1 2026.

Evoke Wealth held 15,321 shares of Mitsubishi UFJ Financial worth $260K as of Q1 2026.
Evoke Wealth bought 2,429 Mitsubishi UFJ Financial shares in Q1 2026, an estimated $43.2K.
Mitsubishi UFJ Financial made up ﹤0.01% of Evoke Wealth's portfolio in Q1 2026, its #582 holding.
Evoke Wealth first reported a position in Mitsubishi UFJ Financial in Q3 2019 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 Evoke Wealth's 13F filing for Q1 2026, filed 15 May 2026.