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GeoWealth Management’s Mitsubishi UFJ Financial MUFG Stock Holding History

GeoWealth 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 		$1.13M Buy
66,728
+35,425
+113% +$630K 0.04% 258
2025
Q4 		$496K Sell
31,303
-1,477
-5% -$22.8K 0.02% 440
2025
Q3 		$523K Buy
32,780
+23,039
+237% +$341K 0.02% 440
2025
Q2 		$134K Buy
9,741
+2,456
+34% +$31.8K 0.01% 752
2025
Q1 		$99.3K Sell
7,285
-1,840
-20% -$23.7K ﹤0.01% 787
2024
Q4 		$107K Buy
9,125
+658
+8% +$7.4K ﹤0.01% 951
2024
Q3 		$86.2K Buy
+8,467
New +$89.4K ﹤0.01% 928

Other funds holding MUFG

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

GeoWealth Management's MUFG Position: Q1 2026 in Review

GeoWealth Management increased its Mitsubishi UFJ Financial (MUFG) stake by 113% in Q1 2026, buying an estimated $630K and bringing the position to 66,728 shares worth $1.13M. The position accounts for 0.04% of the portfolio, ranked #258.

GeoWealth Management first reported a position in MUFG in Q3 2024 and has held it in 7 quarters since. 537 funds tracked by Wall St. Rank hold MUFG as of Q1 2026.

  • GeoWealth Management held 66,728 shares of Mitsubishi UFJ Financial worth $1.13M as of Q1 2026.
  • GeoWealth Management bought 35,425 Mitsubishi UFJ Financial shares in Q1 2026, an estimated $630K.
  • Mitsubishi UFJ Financial made up 0.04% of GeoWealth Management's portfolio in Q1 2026, its #258 holding.
  • GeoWealth Management first reported a position in Mitsubishi UFJ Financial in Q3 2024 and has held it in 7 quarters since.
  • 537 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q1 2026.

Based on GeoWealth Management's 13F filing for Q1 2026, filed 13 May 2026.