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Legacy Wealth Partners (Colorado)’s Mitsubishi UFJ Financial MUFG Stock Holding History

Legacy Wealth Partners (Colorado)’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 		$401K Hold
20,154
– – 0.09% 124
2026
Q1 		$342K Hold
20,154
– – 0.09% 123
2025
Q4 		$320K Buy
+20,154
New +$312K 0.08% 135

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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

Legacy Wealth Partners (Colorado)'s MUFG Position: Q2 2026 in Review

Legacy Wealth Partners (Colorado) held its Mitsubishi UFJ Financial (MUFG) position steady in Q2 2026 at 20,154 shares worth $401K. The position accounts for 0.09% of the portfolio, ranked #124.

Legacy Wealth Partners (Colorado) first reported a position in MUFG in Q4 2025 and has held it in 3 quarters since. 573 funds tracked by Wall St. Rank hold MUFG as of Q2 2026.

  • Legacy Wealth Partners (Colorado) held 20,154 shares of Mitsubishi UFJ Financial worth $401K as of Q2 2026.
  • Legacy Wealth Partners (Colorado) left its Mitsubishi UFJ Financial share count unchanged in Q2 2026.
  • Mitsubishi UFJ Financial made up 0.09% of Legacy Wealth Partners (Colorado)'s portfolio in Q2 2026, its #124 holding.
  • Legacy Wealth Partners (Colorado) first reported a position in Mitsubishi UFJ Financial in Q4 2025 and has held it in 3 quarters since.
  • 573 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q2 2026.

Based on Legacy Wealth Partners (Colorado)'s 13F filing for Q2 2026, filed 22 Jul 2026.