Focus Partners Wealth
MUFG icon

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

Focus Partners Wealth’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 		$7M Buy
349,345
+25,328
+8% +$477K 0.01% 830
2026
Q1 		$5.53M Buy
324,017
+29,567
+10% +$526K 0.01% 903
2025
Q4 		$4.67M Buy
294,450
+76,740
+35% +$1.19M 0.01% 968
2025
Q3 		$3.47M Buy
217,710
+176,673
+431% +$2.62M 0.01% 861
2025
Q2 		$563K Buy
41,037
+25,078
+157% +$324K ﹤0.01% 1382
2025
Q1 		$218K Buy
15,959
+2,058
+15% +$26.5K ﹤0.01% 1718
2024
Q4 		$163K Buy
+13,901
New +$156K ﹤0.01% 1755
2024
Q3 		– Sell
-28,854
Closed -$312K – 1671
2024
Q2 		$312K Buy
+28,854
New +$293K ﹤0.01% 1061

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

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

Focus Partners Wealth increased its Mitsubishi UFJ Financial (MUFG) stake by 7.8% in Q2 2026, buying an estimated $477K and bringing the position to 349,345 shares worth $7M. The position accounts for 0.01% of the portfolio, ranked #830.

Focus Partners Wealth first reported a position in MUFG in Q2 2024 and has held it in 8 quarters since. 576 funds tracked by Wall St. Rank hold MUFG as of Q2 2026.

  • Focus Partners Wealth held 349,345 shares of Mitsubishi UFJ Financial worth $7M as of Q2 2026.
  • Focus Partners Wealth bought 25,328 Mitsubishi UFJ Financial shares in Q2 2026, an estimated $477K.
  • Mitsubishi UFJ Financial made up 0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #830 holding.
  • Focus Partners Wealth first reported a position in Mitsubishi UFJ Financial in Q2 2024 and has held it in 8 quarters since.
  • 576 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.