Golden State Wealth Management’s Mitsubishi UFJ Financial MUFG Stock Holding History

Golden State 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 Q2	$146K	Hold	7,316	–	–	0.01%	479
2026 Q1	$124K	Hold	7,316	–	–	0.01%	474
2025 Q4	$116K	Sell	7,316 -218	-3%	-$3.37K	0.01%	490
2025 Q3	$120K	Hold	7,534	–	–	0.01%	466
2025 Q2	$103K	Sell	7,534 -1,920	-20%	-$24.8K	0.01%	467
2025 Q1	$129K	Hold	9,454	–	–	0.02%	399
2024 Q4	$111K	Buy	+9,454	New	+$106K	0.02%	414
2020 Q4	–	Sell	-1,000	Closed	-$4K	–	353
2020 Q3	$4K	Buy	+1,000	New	+$4.04K	﹤0.01%	420
2020 Q2	–	Sell	-1,000	Closed	-$4K	–	642
2020 Q1	$4K	Buy	+1,000	New	+$4.77K	﹤0.01%	781
2019 Q4	–	Sell	-1,000	Closed	-$5K	–	616
2019 Q3	$5K	Hold	1,000	–	–	﹤0.01%	862
2019 Q2	$4K	Hold	1,000	–	–	﹤0.01%	907
2019 Q1	$5K	Buy	+1,000	New	+$5.2K	﹤0.01%	906

Other funds holding MUFG

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Chevy Chase Trust Bethesda, Maryland $38.8B AUM 41.35% 1-Year Est. Return

Golden State Wealth Management's MUFG Position: Q2 2026 in Review

Golden State Wealth Management held its Mitsubishi UFJ Financial (MUFG) position steady in Q2 2026 at 7,316 shares worth $146K. The position accounts for 0.01% of the portfolio, ranked #479.

Golden State Wealth Management first reported a position in MUFG in Q1 2019 and has held it in 12 quarters since. 572 funds tracked by Wall St. Rank hold MUFG as of Q2 2026.

Golden State Wealth Management held 7,316 shares of Mitsubishi UFJ Financial worth $146K as of Q2 2026.
Golden State Wealth Management left its Mitsubishi UFJ Financial share count unchanged in Q2 2026.
Mitsubishi UFJ Financial made up 0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #479 holding.
Golden State Wealth Management first reported a position in Mitsubishi UFJ Financial in Q1 2019 and has held it in 12 quarters since.
572 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.