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Gibbs Wealth Management’s Mitsubishi UFJ Financial MUFG Stock Holding History

Gibbs Wealth 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 		$389K Buy
22,939
+12,632
+123% +$225K 0.05% 347
2025
Q4 		$176K Buy
+10,307
New +$159K 0.04% 321
2025
Q3 		– Sell
-10,656
Closed -$146K – 364
2025
Q2 		$146K Buy
+10,656
New +$138K 0.03% 364

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
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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 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

Gibbs Wealth Management's MUFG Position: Q1 2026 in Review

Gibbs Wealth Management increased its Mitsubishi UFJ Financial (MUFG) stake by 123% in Q1 2026, buying an estimated $225K and bringing the position to 22,939 shares worth $389K. The position accounts for 0.05% of the portfolio, ranked #347.

Gibbs Wealth Management first reported a position in MUFG in Q2 2025 and has held it in 3 quarters since. 540 funds tracked by Wall St. Rank hold MUFG as of Q1 2026.

  • Gibbs Wealth Management held 22,939 shares of Mitsubishi UFJ Financial worth $389K as of Q1 2026.
  • Gibbs Wealth Management bought 12,632 Mitsubishi UFJ Financial shares in Q1 2026, an estimated $225K.
  • Mitsubishi UFJ Financial made up 0.05% of Gibbs Wealth Management's portfolio in Q1 2026, its #347 holding.
  • Gibbs Wealth Management first reported a position in Mitsubishi UFJ Financial in Q2 2025 and has held it in 3 quarters since.
  • 540 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q1 2026.

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