Highline Wealth Partners
MUFG icon

Highline Wealth Partners’s Mitsubishi UFJ Financial MUFG Stock Holding History

Highline Wealth 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
Q3 		$53.1K Buy
2,300
+453
+25% +$10.2K 0.01% 253
2026
Q2 		$36.7K Sell
1,847
-15
-0.8% -$283 0.01% 281
2026
Q1 		$31.6K Sell
1,862
-11
-0.6% -$196 0.01% 228
2025
Q4 		$29.7K Buy
1,873
+107
+6% +$1.65K 0.01% 193
2025
Q3 		$28.2K Buy
1,766
+433
+32% +$6.41K 0.01% 220
2025
Q2 		$18.3K Buy
1,333
+44
+3% +$569 0.01% 237
2025
Q1 		$17.6K Buy
1,289
+609
+90% +$7.84K 0.01% 222
2024
Q4 		$7.97K Buy
680
+86
+14% +$967 ﹤0.01% 273
2024
Q3 		$6.05K Buy
594
+103
+21% +$1.09K ﹤0.01% 315
2024
Q2 		$5.3K Buy
+491
New +$4.98K ﹤0.01% 283

Other funds holding MUFG

Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Todd Asset Management
Todd Asset Management Louisville, Kentucky $5.51B AUM 33.77% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Crossmark Global Holdings
Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Savant Capital
Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

Highline Wealth Partners's MUFG Position: Q3 2026 in Review

Highline Wealth Partners increased its Mitsubishi UFJ Financial (MUFG) stake by 25% in Q3 2026, buying an estimated $10.2K and bringing the position to 2,300 shares worth $53.1K. The position accounts for 0.01% of the portfolio, ranked #253.

Highline Wealth Partners first reported a position in MUFG in Q2 2024 and has held it in 10 quarters since. 311 funds tracked by Wall St. Rank hold MUFG as of Q3 2026.

  • Highline Wealth Partners held 2,300 shares of Mitsubishi UFJ Financial worth $53.1K as of Q3 2026.
  • Highline Wealth Partners bought 453 Mitsubishi UFJ Financial shares in Q3 2026, an estimated $10.2K.
  • Mitsubishi UFJ Financial made up 0.01% of Highline Wealth Partners's portfolio in Q3 2026, its #253 holding.
  • Highline Wealth Partners first reported a position in Mitsubishi UFJ Financial in Q2 2024 and has held it in 10 quarters since.
  • 311 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q3 2026.

Based on Highline Wealth Partners's 13F filing for Q3 2026, filed 19 Oct 2026.