IFWM
MUFG icon

Institute for Wealth Management’s Mitsubishi UFJ Financial MUFG Stock Holding History

Institute for 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 		$10.9K Buy
+548
New +$10.3K ﹤0.01% 1298
2018
Q2 		– Sell
-119,576
Closed -$795K – 228
2018
Q1 		$795K Buy
119,576
+66,901
+127% +$487K 0.23% 152
2017
Q4 		$389K Buy
52,675
+19,715
+60% +$134K 0.09% 261
2017
Q3 		$212K Buy
+32,960
New +$208K 0.07% 243

Other funds holding MUFG

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Chevy Chase Trust
Chevy Chase Trust Bethesda, Maryland $38.8B AUM 41.35% 1-Year Est. Return

Institute for Wealth Management's MUFG Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Mitsubishi UFJ Financial (MUFG) in Q2 2026: 548 shares worth $10.9K. The stake represents ﹤0.01% of the portfolio and ranks #1298 among its holdings. This is a return to the name: Institute for Wealth Management previously reported a position in MUFG as recently as Q1 2018.

Institute for Wealth Management first reported a position in MUFG in Q3 2017 and has held it in 4 quarters since. The position peaked at $795K in Q1 2018. 576 funds tracked by Wall St. Rank hold MUFG as of Q2 2026.

  • Institute for Wealth Management held 548 shares of Mitsubishi UFJ Financial worth $10.9K as of Q2 2026.
  • Mitsubishi UFJ Financial was a new Institute for Wealth Management position in Q2 2026.
  • Mitsubishi UFJ Financial made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1298 holding.
  • Institute for Wealth Management first reported a position in Mitsubishi UFJ Financial in Q3 2017 and has held it in 4 quarters since.
  • Institute for Wealth Management's Mitsubishi UFJ Financial position peaked at $795K in Q1 2018.
  • 576 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.