Fifth Third Wealth Advisors’s Mitsubishi UFJ Financial MUFG Stock Holding History

Fifth Third 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 Q2	$250K	Buy	12,592 +837	+7%	+$15.8K	0.01%	808
2026 Q1	$199K	Sell	11,755 -212	-2%	-$3.77K	0.01%	791
2025 Q4	$190K	Buy	+11,967	New	+$185K	0.01%	769
2025 Q3	–	Sell	-11,855	Closed	-$163K	–	802
2025 Q2	$163K	Buy	11,855 +498	+4%	+$6.44K	0.01%	732
2025 Q1	$155K	Buy	+11,357	New	+$146K	0.01%	688

Other funds holding MUFG

CGH

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

AAM

Augustine Asset Management Jacksonville, Florida $494M AUM 76.22% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

HJIM

Henry James International Management New York $334M AUM 49.44% 1-Year Est. Return

JAM

JCIC Asset Management Toronto, Ontario, Canada $326M AUM 31.94% 1-Year Est. Return

AWA

Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 1-Year Est. Return

LWAM

Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return

BCM

BTC Capital Management Des Moines, Iowa $1.65B AUM 27.85% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Fifth Third Wealth Advisors's MUFG Position: Q2 2026 in Review

Fifth Third Wealth Advisors increased its Mitsubishi UFJ Financial (MUFG) stake by 7.1% in Q2 2026, buying an estimated $15.8K and bringing the position to 12,592 shares worth $250K. The position accounts for 0.01% of the portfolio, ranked #808.

Fifth Third Wealth Advisors first reported a position in MUFG in Q1 2025 and has held it in 5 quarters since. 88 funds tracked by Wall St. Rank hold MUFG as of Q2 2026.

Fifth Third Wealth Advisors held 12,592 shares of Mitsubishi UFJ Financial worth $250K as of Q2 2026.
Fifth Third Wealth Advisors bought 837 Mitsubishi UFJ Financial shares in Q2 2026, an estimated $15.8K.
Mitsubishi UFJ Financial made up 0.01% of Fifth Third Wealth Advisors's portfolio in Q2 2026, its #808 holding.
Fifth Third Wealth Advisors first reported a position in Mitsubishi UFJ Financial in Q1 2025 and has held it in 5 quarters since.
88 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q2 2026.

Based on Fifth Third Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.