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Journey Advisory Group’s Mitsubishi UFJ Financial MUFG Stock Holding History

Journey Advisory Group’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 		– Sell
-512,737
Closed -$8.13M – 258
2025
Q4 		$8.13M Sell
512,737
-3,607
-0.7% -$55.8K 0.68% 37
2025
Q3 		$8.23M Sell
516,344
-5,744
-1% -$85K 0.61% 42
2025
Q2 		$7.16M Sell
522,088
-65,463
-11% -$846K 0.56% 45
2025
Q1 		$8.01M Buy
+587,551
New +$7.57M 0.66% 38

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 $47.8B 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 $6.73T AUM 46.02% 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

Journey Advisory Group's MUFG Position: Q1 2026 in Review

Journey Advisory Group sold out of Mitsubishi UFJ Financial (MUFG) in Q1 2026, closing a stake of 512,737 shares — an estimated $8.13M sold.

Journey Advisory Group first reported a position in MUFG in Q1 2025 and held it in 4 quarters. The position peaked at $8.23M in Q3 2025. 539 funds tracked by Wall St. Rank hold MUFG as of Q1 2026.

  • Journey Advisory Group reported no remaining Mitsubishi UFJ Financial position as of Q1 2026 after selling out during the quarter.
  • Journey Advisory Group sold 512,737 Mitsubishi UFJ Financial shares in Q1 2026, an estimated $8.13M.
  • Journey Advisory Group first reported a position in Mitsubishi UFJ Financial in Q1 2025 and held it in 4 quarters.
  • Journey Advisory Group's Mitsubishi UFJ Financial position peaked at $8.23M in Q3 2025.
  • 539 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q1 2026.

Based on Journey Advisory Group's 13F filing for Q1 2026, filed 5 May 2026.