IMA Advisory Services’s Mitsubishi UFJ Financial MUFG Stock Holding History

IMA Advisory Services’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	$4.92K	Sell	290 -12	-4%	-$214	﹤0.01%	410
2025 Q4	$4.79K	Buy	+302	New	+$4.67K	﹤0.01%	432

Other funds holding MUFG

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

IMA Advisory Services's MUFG Position: Q1 2026 in Review

IMA Advisory Services reduced its Mitsubishi UFJ Financial (MUFG) stake by 4% in Q1 2026, selling an estimated $214 and leaving 290 shares worth $4.92K. The position accounts for ﹤0.01% of the portfolio, ranked #410.

IMA Advisory Services first reported a position in MUFG in Q4 2025 and has held it in 2 quarters since. 537 funds tracked by Wall St. Rank hold MUFG as of Q1 2026.

IMA Advisory Services held 290 shares of Mitsubishi UFJ Financial worth $4.92K as of Q1 2026.
IMA Advisory Services sold 12 Mitsubishi UFJ Financial shares in Q1 2026, an estimated $214.
Mitsubishi UFJ Financial made up ﹤0.01% of IMA Advisory Services's portfolio in Q1 2026, its #410 holding.
IMA Advisory Services first reported a position in Mitsubishi UFJ Financial in Q4 2025 and has held it in 2 quarters since.
537 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q1 2026.

Based on IMA Advisory Services's 13F filing for Q1 2026, filed 6 May 2026.