Independent Advisor Alliance’s Mitsubishi UFJ Financial MUFG Stock Holding History

Independent Advisor Alliance’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	$387K	Buy	22,811 +2,659	+13%	+$47.3K	﹤0.01%	1217
2025 Q4	$320K	Buy	+20,152	New	+$312K	0.01%	779
2023 Q4	–	Sell	-87,977	Closed	-$747K	–	698
2023 Q3	$747K	Buy	87,977 +150	+0.2%	+$1.2K	0.03%	339
2023 Q2	$647K	Sell	87,827 -731	-0.8%	-$4.87K	0.03%	372
2023 Q1	$566K	Buy	+88,558	New	+$620K	0.03%	398

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

Independent Advisor Alliance's MUFG Position: Q1 2026 in Review

Independent Advisor Alliance increased its Mitsubishi UFJ Financial (MUFG) stake by 13% in Q1 2026, buying an estimated $47.3K and bringing the position to 22,811 shares worth $387K. The position accounts for ﹤0.01% of the portfolio, ranked #1217.

Independent Advisor Alliance first reported a position in MUFG in Q1 2023 and has held it in 5 quarters since. The position peaked at $747K in Q3 2023. 537 funds tracked by Wall St. Rank hold MUFG as of Q1 2026.

Independent Advisor Alliance held 22,811 shares of Mitsubishi UFJ Financial worth $387K as of Q1 2026.
Independent Advisor Alliance bought 2,659 Mitsubishi UFJ Financial shares in Q1 2026, an estimated $47.3K.
Mitsubishi UFJ Financial made up ﹤0.01% of Independent Advisor Alliance's portfolio in Q1 2026, its #1217 holding.
Independent Advisor Alliance first reported a position in Mitsubishi UFJ Financial in Q1 2023 and has held it in 5 quarters since.
Independent Advisor Alliance's Mitsubishi UFJ Financial position peaked at $747K in Q3 2023.
537 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.