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Fulcrum Wealth Advisors’s Mitsubishi UFJ Financial MUFG Stock Holding History

Fulcrum 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 		$3.07M Sell
154,380
-3,281
-2% -$61.8K 2.35% 14
2026
Q1 		$2.68M Sell
157,661
-34,515
-18% -$614K 2.22% 15
2025
Q4 		$3.05M Buy
+192,176
New +$2.97M 2.51% 14

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

Fulcrum Wealth Advisors's MUFG Position: Q2 2026 in Review

Fulcrum Wealth Advisors reduced its Mitsubishi UFJ Financial (MUFG) stake by 2.1% in Q2 2026, selling an estimated $61.8K and leaving 154,380 shares worth $3.07M. The position accounts for 2.35% of the portfolio, ranked #14.

Fulcrum Wealth Advisors first reported a position in MUFG in Q4 2025 and has held it in 3 quarters since. 571 funds tracked by Wall St. Rank hold MUFG as of Q2 2026.

  • Fulcrum Wealth Advisors held 154,380 shares of Mitsubishi UFJ Financial worth $3.07M as of Q2 2026.
  • Fulcrum Wealth Advisors sold 3,281 Mitsubishi UFJ Financial shares in Q2 2026, an estimated $61.8K.
  • Mitsubishi UFJ Financial made up 2.35% of Fulcrum Wealth Advisors's portfolio in Q2 2026, its #14 holding.
  • Fulcrum Wealth Advisors first reported a position in Mitsubishi UFJ Financial in Q4 2025 and has held it in 3 quarters since.
  • 571 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q2 2026.

Based on Fulcrum Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.