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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 0.08% 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 $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
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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 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

Exencial Wealth Advisors's MUFG Position: Q1 2026 in Review

Exencial Wealth Advisors increased its Mitsubishi UFJ Financial (MUFG) stake by 11% in Q1 2026, buying an estimated $393K and bringing the position to 229,938 shares worth $3.9M. The position accounts for 0.12% of the portfolio, ranked #167.

Exencial Wealth Advisors first reported a position in MUFG in Q1 2024 and has held it in 9 quarters since. 540 funds tracked by Wall St. Rank hold MUFG as of Q1 2026.

  • Exencial Wealth Advisors held 229,938 shares of Mitsubishi UFJ Financial worth $3.9M as of Q1 2026.
  • Exencial Wealth Advisors bought 22,064 Mitsubishi UFJ Financial shares in Q1 2026, an estimated $393K.
  • Mitsubishi UFJ Financial made up 0.12% of Exencial Wealth Advisors's portfolio in Q1 2026, its #167 holding.
  • Exencial Wealth Advisors first reported a position in Mitsubishi UFJ Financial in Q1 2024 and has held it in 9 quarters since.
  • 540 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q1 2026.

Based on Exencial Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.