Independent Solutions Wealth Management’s Mitsubishi UFJ Financial MUFG Stock Holding History

Independent Solutions 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	$252K	Hold	12,692	–	–	0.03%	179
2026 Q1	$215K	Hold	12,692	–	–	0.03%	180
2025 Q4	$201K	Buy	12,692 +581	+5%	+$8.98K	0.04%	168
2025 Q3	$193K	Buy	12,111 +478	+4%	+$7.08K	0.03%	174
2025 Q2	$160K	Hold	11,633	–	–	0.03%	175
2025 Q1	$159K	Hold	11,633	–	–	0.04%	170
2024 Q4	$136K	Hold	11,633	–	–	0.03%	169
2024 Q3	$118K	Hold	11,633	–	–	0.03%	162
2024 Q2	$126K	Hold	11,633	–	–	0.03%	166
2024 Q1	$119K	Hold	11,633	–	–	0.03%	169
2023 Q4	$100K	Sell	11,633 -2,183	-16%	-$18.4K	0.03%	164
2023 Q3	$117K	Hold	13,816	–	–	0.03%	197
2023 Q2	$102K	Hold	13,816	–	–	0.03%	216
2023 Q1	$88.3K	Buy	13,816 +2,183	+19%	+$15.3K	0.03%	207
2022 Q4	$77.6K	Buy	+11,633	New	+$60.2K	0.02%	210

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

Independent Solutions Wealth Management's MUFG Position: Q2 2026 in Review

Independent Solutions Wealth Management held its Mitsubishi UFJ Financial (MUFG) position steady in Q2 2026 at 12,692 shares worth $252K. The position accounts for 0.03% of the portfolio, ranked #179.

Independent Solutions Wealth Management first reported a position in MUFG in Q4 2022 and has held it in 15 quarters since. 576 funds tracked by Wall St. Rank hold MUFG as of Q2 2026.

Independent Solutions Wealth Management held 12,692 shares of Mitsubishi UFJ Financial worth $252K as of Q2 2026.
Independent Solutions Wealth Management left its Mitsubishi UFJ Financial share count unchanged in Q2 2026.
Mitsubishi UFJ Financial made up 0.03% of Independent Solutions Wealth Management's portfolio in Q2 2026, its #179 holding.
Independent Solutions Wealth Management first reported a position in Mitsubishi UFJ Financial in Q4 2022 and has held it in 15 quarters since.
576 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q2 2026.

Based on Independent Solutions Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.