GP
MUFG icon

Guardian Partners’s Mitsubishi UFJ Financial MUFG Stock Holding History

Guardian Partners’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 		$9.5M Sell
558,229
-15,409
-3% -$274K 0.79% 40
2025
Q4 		$10.6M Buy
573,638
+8,563
+2% +$132K 0.85% 36
2025
Q3 		$8.84M Buy
565,075
+2,150
+0.4% +$31.8K 0.75% 47
2025
Q2 		$7.67M Sell
562,925
-13,090
-2% -$169K 0.69% 50
2025
Q1 		$6.96M Sell
576,015
-9,158
-2% -$118K 0.72% 46
2024
Q4 		$7.07M Buy
+585,173
New +$6.58M 0.72% 50

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

Guardian Partners's MUFG Position: Q1 2026 in Review

Guardian Partners reduced its Mitsubishi UFJ Financial (MUFG) stake by 2.7% in Q1 2026, selling an estimated $274K and leaving 558,229 shares worth $9.5M. The position accounts for 0.79% of the portfolio, ranked #40.

Guardian Partners first reported a position in MUFG in Q4 2024 and has held it in 6 quarters since. The position peaked at $10.6M in Q4 2025. 537 funds tracked by Wall St. Rank hold MUFG as of Q1 2026.

  • Guardian Partners held 558,229 shares of Mitsubishi UFJ Financial worth $9.5M as of Q1 2026.
  • Guardian Partners sold 15,409 Mitsubishi UFJ Financial shares in Q1 2026, an estimated $274K.
  • Mitsubishi UFJ Financial made up 0.79% of Guardian Partners's portfolio in Q1 2026, its #40 holding.
  • Guardian Partners first reported a position in Mitsubishi UFJ Financial in Q4 2024 and has held it in 6 quarters since.
  • Guardian Partners's Mitsubishi UFJ Financial position peaked at $10.6M in Q4 2025.
  • 537 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q1 2026.

Based on Guardian Partners's 13F filing for Q1 2026, filed 18 May 2026.