Financial Gravity Asset Management’s Mitsubishi UFJ Financial MUFG Stock Holding History

Financial Gravity Asset Management’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	$34	Hold	2	–	–	﹤0.01%	895
2025 Q4	$32	Sell	2 -45	-96%	-$696	﹤0.01%	716
2025 Q3	$749	Buy	+47	New	+$696	﹤0.01%	822
2025 Q1	$641	Buy	+47	New	+$605	﹤0.01%	916
2024 Q2	$22	Sell	2 -349	-99%	-$3.54K	﹤0.01%	1290
2024 Q1	$3.59K	Sell	351 -11	-3%	-$106	﹤0.01%	618
2023 Q4	$3.12K	Buy	+362	New	+$3.05K	﹤0.01%	660
2019 Q4	$5K	Hold	18	–	–	﹤0.01%	1271
2019 Q3	$0	Sell	18 -1	-5%	-$5	﹤0.01%	1431
2019 Q2	$0	Buy	+19	New	+$91	﹤0.01%	1520

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

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

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

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

ClearBridge Investments New York $121B AUM 27.52% 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

Financial Gravity Asset Management's MUFG Position: Q1 2026 in Review

Financial Gravity Asset Management held its Mitsubishi UFJ Financial (MUFG) position steady in Q1 2026 at 2 shares worth $34. The position accounts for ﹤0.01% of the portfolio, ranked #895.

Financial Gravity Asset Management first reported a position in MUFG in Q2 2019 and has held it in 10 quarters since. The position peaked at $5K in Q4 2019. 540 funds tracked by Wall St. Rank hold MUFG as of Q1 2026.

Financial Gravity Asset Management held 2 shares of Mitsubishi UFJ Financial worth $34 as of Q1 2026.
Financial Gravity Asset Management left its Mitsubishi UFJ Financial share count unchanged in Q1 2026.
Mitsubishi UFJ Financial made up ﹤0.01% of Financial Gravity Asset Management's portfolio in Q1 2026, its #895 holding.
Financial Gravity Asset Management first reported a position in Mitsubishi UFJ Financial in Q2 2019 and has held it in 10 quarters since.
Financial Gravity Asset Management's Mitsubishi UFJ Financial position peaked at $5K in Q4 2019.
540 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q1 2026.

Based on Financial Gravity Asset Management's 13F filing for Q1 2026, filed 8 May 2026.