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 Q2	–	Sell	-15,321	Closed	-$260K	–	418
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 $336B AUM 34.66% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Chevy Chase Trust Bethesda, Maryland $38.8B AUM 41.35% 1-Year Est. Return

Evoke Wealth's MUFG Position: Q2 2026 in Review

Evoke Wealth sold out of Mitsubishi UFJ Financial (MUFG) in Q2 2026, closing a stake of 15,321 shares — an estimated $260K sold.

Evoke Wealth first reported a position in MUFG in Q3 2019 and held it in 8 quarters. The position peaked at $260K in Q1 2026. 576 funds tracked by Wall St. Rank hold MUFG as of Q2 2026.

Evoke Wealth reported no remaining Mitsubishi UFJ Financial position as of Q2 2026 after selling out during the quarter.
Evoke Wealth sold 15,321 Mitsubishi UFJ Financial shares in Q2 2026, an estimated $260K.
Evoke Wealth first reported a position in Mitsubishi UFJ Financial in Q3 2019 and held it in 8 quarters.
Evoke Wealth's Mitsubishi UFJ Financial position peaked at $260K in Q1 2026.
576 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q2 2026.

Based on Evoke Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.