EWA
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Exencial Wealth Advisors’s Mitsubishi UFJ Financial MUFG Stock Holding History

Exencial 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
Q1 		$3.9M Buy
229,938
+22,064
+11% +$393K 0.12% 167
2025
Q4 		$3.3M Buy
207,874
+11,729
+6% +$181K 0.1% 175
2025
Q3 		$3.13M Buy
196,145
+12,126
+7% +$180K 0.1% 179
2025
Q2 		$2.52M Buy
184,019
+11,621
+7% +$150K 0.09% 193
2025
Q1 		$2.35M Sell
172,398
-24,589
-12% -$317K 0.09% 198
2024
Q4 		$2.31M Buy
196,987
+2,653
+1% +$29.8K 0.09% 195
2024
Q3 		$1.98M Buy
194,334
+87,429
+82% +$923K 0.07% 217
2024
Q2 		$1.15M Sell
106,905
-2,008
-2% -$20.4K 0.04% 257
2024
Q1 		$1.11M Buy
+108,913
New +$1.05M 0.04% 262

Other funds holding MUFG

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return