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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
Q2 		$1.52M Buy
76,319
+9,591
+14% +$181K 0.05% 230
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 $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

GeoWealth Management's MUFG Position: Q2 2026 in Review

GeoWealth Management increased its Mitsubishi UFJ Financial (MUFG) stake by 14% in Q2 2026, buying an estimated $181K and bringing the position to 76,319 shares worth $1.52M. The position accounts for 0.05% of the portfolio, ranked #230.

GeoWealth Management first reported a position in MUFG in Q3 2024 and has held it in 8 quarters since. 576 funds tracked by Wall St. Rank hold MUFG as of Q2 2026.

  • GeoWealth Management held 76,319 shares of Mitsubishi UFJ Financial worth $1.52M as of Q2 2026.
  • GeoWealth Management bought 9,591 Mitsubishi UFJ Financial shares in Q2 2026, an estimated $181K.
  • Mitsubishi UFJ Financial made up 0.05% of GeoWealth Management's portfolio in Q2 2026, its #230 holding.
  • GeoWealth Management first reported a position in Mitsubishi UFJ Financial in Q3 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 GeoWealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.