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Jackson Thornton Wealth Management’s Mitsubishi UFJ Financial MUFG Stock Holding History

Jackson Thornton 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
Q1 		$329K Buy
18,251
+3,502
+24% +$62.3K 0.03% 163
2025
Q4 		$242K Sell
14,749
-266
-2% -$4.11K 0.02% 257
2025
Q3 		$231K Buy
15,015
+3,817
+34% +$56.5K 0.02% 246
2025
Q2 		$152K Buy
+11,198
New +$145K 0.02% 147

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

Jackson Thornton Wealth Management's MUFG Position: Q1 2026 in Review

Jackson Thornton Wealth Management increased its Mitsubishi UFJ Financial (MUFG) stake by 24% in Q1 2026, buying an estimated $62.3K and bringing the position to 18,251 shares worth $329K. The position accounts for 0.03% of the portfolio, ranked #163.

Jackson Thornton Wealth Management first reported a position in MUFG in Q2 2025 and has held it in 4 quarters since. 537 funds tracked by Wall St. Rank hold MUFG as of Q1 2026.

  • Jackson Thornton Wealth Management held 18,251 shares of Mitsubishi UFJ Financial worth $329K as of Q1 2026.
  • Jackson Thornton Wealth Management bought 3,502 Mitsubishi UFJ Financial shares in Q1 2026, an estimated $62.3K.
  • Mitsubishi UFJ Financial made up 0.03% of Jackson Thornton Wealth Management's portfolio in Q1 2026, its #163 holding.
  • Jackson Thornton Wealth Management first reported a position in Mitsubishi UFJ Financial in Q2 2025 and has held it in 4 quarters since.
  • 537 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q1 2026.

Based on Jackson Thornton Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.