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Laurel Wealth Advisors (North Carolina)’s Mitsubishi UFJ Financial MUFG Stock Holding History

Laurel Wealth Advisors (North Carolina)’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
-1,666
Closed -$26.4K – 472
2025
Q4 		$26.4K Buy
+1,666
New +$25.8K ﹤0.01% 398
2025
Q2 		– Sell
-1,666
Closed -$22.7K – 493
2025
Q1 		$22.7K Hold
1,666
– – ﹤0.01% 401
2024
Q4 		$19.5K Hold
1,666
– – ﹤0.01% 417
2024
Q3 		$17K Buy
+1,666
New +$17.6K ﹤0.01% 419

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

Laurel Wealth Advisors (North Carolina)'s MUFG Position: Q1 2026 in Review

Laurel Wealth Advisors (North Carolina) sold out of Mitsubishi UFJ Financial (MUFG) in Q1 2026, closing a stake of 1,666 shares — an estimated $26.4K sold.

Laurel Wealth Advisors (North Carolina) first reported a position in MUFG in Q3 2024 and held it in 4 quarters. The position peaked at $26.4K in Q4 2025. 537 funds tracked by Wall St. Rank hold MUFG as of Q1 2026.

  • Laurel Wealth Advisors (North Carolina) reported no remaining Mitsubishi UFJ Financial position as of Q1 2026 after selling out during the quarter.
  • Laurel Wealth Advisors (North Carolina) sold 1,666 Mitsubishi UFJ Financial shares in Q1 2026, an estimated $26.4K.
  • Laurel Wealth Advisors (North Carolina) first reported a position in Mitsubishi UFJ Financial in Q3 2024 and held it in 4 quarters.
  • Laurel Wealth Advisors (North Carolina)'s Mitsubishi UFJ Financial position peaked at $26.4K in Q4 2025.
  • 537 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q1 2026.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 13 May 2026.