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Journey Strategic Wealth’s Mitsubishi UFJ Financial MUFG Stock Holding History

Journey Strategic Wealth’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 		$309K Buy
18,217
+2,568
+16% +$45.7K 0.01% 532
2025
Q4 		$248K Buy
+15,649
New +$242K 0.01% 595

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 $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

Journey Strategic Wealth's MUFG Position: Q1 2026 in Review

Journey Strategic Wealth increased its Mitsubishi UFJ Financial (MUFG) stake by 16% in Q1 2026, buying an estimated $45.7K and bringing the position to 18,217 shares worth $309K. The position accounts for 0.01% of the portfolio, ranked #532.

Journey Strategic Wealth first reported a position in MUFG in Q4 2025 and has held it in 2 quarters since. 538 funds tracked by Wall St. Rank hold MUFG as of Q1 2026.

  • Journey Strategic Wealth held 18,217 shares of Mitsubishi UFJ Financial worth $309K as of Q1 2026.
  • Journey Strategic Wealth bought 2,568 Mitsubishi UFJ Financial shares in Q1 2026, an estimated $45.7K.
  • Mitsubishi UFJ Financial made up 0.01% of Journey Strategic Wealth's portfolio in Q1 2026, its #532 holding.
  • Journey Strategic Wealth first reported a position in Mitsubishi UFJ Financial in Q4 2025 and has held it in 2 quarters since.
  • 538 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q1 2026.

Based on Journey Strategic Wealth's 13F filing for Q1 2026, filed 15 Apr 2026.