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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
Q2 		$493K Buy
24,809
+6,558
+36% +$124K 0.04% 155
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 $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

Jackson Thornton Wealth Management's MUFG Position: Q2 2026 in Review

Jackson Thornton Wealth Management increased its Mitsubishi UFJ Financial (MUFG) stake by 36% in Q2 2026, buying an estimated $124K and bringing the position to 24,809 shares worth $493K. The position accounts for 0.04% of the portfolio, ranked #155.

Jackson Thornton Wealth Management first reported a position in MUFG in Q2 2025 and has held it in 5 quarters since. 576 funds tracked by Wall St. Rank hold MUFG as of Q2 2026.

  • Jackson Thornton Wealth Management held 24,809 shares of Mitsubishi UFJ Financial worth $493K as of Q2 2026.
  • Jackson Thornton Wealth Management bought 6,558 Mitsubishi UFJ Financial shares in Q2 2026, an estimated $124K.
  • Mitsubishi UFJ Financial made up 0.04% of Jackson Thornton Wealth Management's portfolio in Q2 2026, its #155 holding.
  • Jackson Thornton Wealth Management first reported a position in Mitsubishi UFJ Financial in Q2 2025 and has held it in 5 quarters since.
  • 576 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q2 2026.

Based on Jackson Thornton Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.