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Flatrock Wealth Partners’s Mitsubishi UFJ Financial MUFG Stock Holding History

Flatrock Wealth Partners’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 		$227K Buy
11,210
+125
+1% +$2.35K 0.09% 156
2026
Q1 		$188K Buy
11,085
+780
+8% +$13.9K 0.08% 159
2025
Q4 		$163K Buy
+10,305
New +$159K 0.08% 161

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

Flatrock Wealth Partners's MUFG Position: Q2 2026 in Review

Flatrock Wealth Partners increased its Mitsubishi UFJ Financial (MUFG) stake by 1.1% in Q2 2026, buying an estimated $2.35K and bringing the position to 11,210 shares worth $227K. The position accounts for 0.09% of the portfolio, ranked #156.

Flatrock Wealth Partners first reported a position in MUFG in Q4 2025 and has held it in 3 quarters since. 572 funds tracked by Wall St. Rank hold MUFG as of Q2 2026.

  • Flatrock Wealth Partners held 11,210 shares of Mitsubishi UFJ Financial worth $227K as of Q2 2026.
  • Flatrock Wealth Partners bought 125 Mitsubishi UFJ Financial shares in Q2 2026, an estimated $2.35K.
  • Mitsubishi UFJ Financial made up 0.09% of Flatrock Wealth Partners's portfolio in Q2 2026, its #156 holding.
  • Flatrock Wealth Partners first reported a position in Mitsubishi UFJ Financial in Q4 2025 and has held it in 3 quarters since.
  • 572 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q2 2026.

Based on Flatrock Wealth Partners's 13F filing for Q2 2026, filed 14 Aug 2026.