Frank Rimerman Advisors’s Mitsubishi UFJ Financial MUFG Stock Holding History

Frank Rimerman 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	$224K	Buy	13,172 +1,396	+12%	+$24.8K	0.01%	558
2025 Q4	$187K	Buy	11,776 +1,032	+10%	+$16K	0.01%	594
2025 Q3	$171K	Buy	10,744 +115	+1%	+$1.7K	0.01%	588
2025 Q2	$146K	Buy	+10,629	New	+$137K	0.01%	554

Other funds holding MUFG

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Frank Rimerman Advisors's MUFG Position: Q1 2026 in Review

Frank Rimerman Advisors increased its Mitsubishi UFJ Financial (MUFG) stake by 12% in Q1 2026, buying an estimated $24.8K and bringing the position to 13,172 shares worth $224K. The position accounts for 0.01% of the portfolio, ranked #558.

Frank Rimerman Advisors first reported a position in MUFG in Q2 2025 and has held it in 4 quarters since. 537 funds tracked by Wall St. Rank hold MUFG as of Q1 2026.

Frank Rimerman Advisors held 13,172 shares of Mitsubishi UFJ Financial worth $224K as of Q1 2026.
Frank Rimerman Advisors bought 1,396 Mitsubishi UFJ Financial shares in Q1 2026, an estimated $24.8K.
Mitsubishi UFJ Financial made up 0.01% of Frank Rimerman Advisors's portfolio in Q1 2026, its #558 holding.
Frank Rimerman Advisors first reported a position in Mitsubishi UFJ Financial in Q2 2025 and has held it in 4 quarters since.
537 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q1 2026.

Based on Frank Rimerman Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.