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Evolve Private Wealth’s Mitsubishi UFJ Financial MUFG Stock Holding History

Evolve Private 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 		$792K Buy
39,807
+1,816
+5% +$34.2K 0.05% 355
2026
Q1 		$645K Sell
37,991
-87,853
-70% -$1.56M 0.03% 465
2025
Q4 		$2M Buy
+125,844
New +$1.95M 0.12% 162

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

Evolve Private Wealth's MUFG Position: Q2 2026 in Review

Evolve Private Wealth increased its Mitsubishi UFJ Financial (MUFG) stake by 4.8% in Q2 2026, buying an estimated $34.2K and bringing the position to 39,807 shares worth $792K. The position accounts for 0.05% of the portfolio, ranked #355.

Evolve Private Wealth first reported a position in MUFG in Q4 2025 and has held it in 3 quarters since. The position peaked at $2M in Q4 2025. 576 funds tracked by Wall St. Rank hold MUFG as of Q2 2026.

  • Evolve Private Wealth held 39,807 shares of Mitsubishi UFJ Financial worth $792K as of Q2 2026.
  • Evolve Private Wealth bought 1,816 Mitsubishi UFJ Financial shares in Q2 2026, an estimated $34.2K.
  • Mitsubishi UFJ Financial made up 0.05% of Evolve Private Wealth's portfolio in Q2 2026, its #355 holding.
  • Evolve Private Wealth first reported a position in Mitsubishi UFJ Financial in Q4 2025 and has held it in 3 quarters since.
  • Evolve Private Wealth's Mitsubishi UFJ Financial position peaked at $2M in Q4 2025.
  • 576 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q2 2026.

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