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Integrated Wealth Concepts’s Mitsubishi UFJ Financial MUFG Stock Holding History

Integrated Wealth Concepts’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 		$1.18M Buy
69,462
+48,188
+227% +$858K 0.01% 1022
2025
Q4 		$337K Sell
21,274
-51,300
-71% -$793K ﹤0.01% 1270
2025
Q3 		$1.16M Sell
72,574
-557
-0.8% -$8.25K 0.01% 908
2025
Q2 		$1M Buy
73,131
+24,292
+50% +$314K 0.01% 913
2025
Q1 		$666K Sell
48,839
-867
-2% -$11.2K 0.01% 1019
2024
Q4 		$583K Buy
49,706
+1,403
+3% +$15.8K 0.01% 1059
2024
Q3 		$492K Sell
48,303
-406
-0.8% -$4.29K 0.01% 1092
2024
Q2 		$526K Sell
48,709
-8,356
-15% -$84.7K 0.01% 1021
2024
Q1 		$584K Sell
57,065
-218,517
-79% -$2.11M 0.01% 978
2023
Q4 		$2.37M Buy
275,582
+5,663
+2% +$47.8K 0.04% 419
2023
Q3 		$2.29M Sell
269,919
-3,174
-1% -$25.3K 0.04% 411
2023
Q2 		$2.01M Sell
273,093
-6,669
-2% -$44.4K 0.03% 461
2023
Q1 		$1.79M Buy
279,762
+258,526
+1,217% +$1.81M 0.04% 451
2022
Q4 		$142K Sell
21,236
-724
-3% -$3.75K ﹤0.01% 973
2022
Q3 		$99K Buy
+21,960
New +$114K ﹤0.01% 916

Other funds holding MUFG

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Integrated Wealth Concepts's MUFG Position: Q1 2026 in Review

Integrated Wealth Concepts increased its Mitsubishi UFJ Financial (MUFG) stake by 227% in Q1 2026, buying an estimated $858K and bringing the position to 69,462 shares worth $1.18M. The position accounts for 0.01% of the portfolio, ranked #1022.

Integrated Wealth Concepts first reported a position in MUFG in Q3 2022 and has held it in 15 quarters since. The position peaked at $2.37M in Q4 2023. 537 funds tracked by Wall St. Rank hold MUFG as of Q1 2026.

  • Integrated Wealth Concepts held 69,462 shares of Mitsubishi UFJ Financial worth $1.18M as of Q1 2026.
  • Integrated Wealth Concepts bought 48,188 Mitsubishi UFJ Financial shares in Q1 2026, an estimated $858K.
  • Mitsubishi UFJ Financial made up 0.01% of Integrated Wealth Concepts's portfolio in Q1 2026, its #1022 holding.
  • Integrated Wealth Concepts first reported a position in Mitsubishi UFJ Financial in Q3 2022 and has held it in 15 quarters since.
  • Integrated Wealth Concepts's Mitsubishi UFJ Financial position peaked at $2.37M in Q4 2023.
  • 537 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.