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Leo Wealth LLC’s Mitsubishi UFJ Financial MUFG Stock Holding History

Leo Wealth LLC’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 		$184K Buy
10,822
+313
+3% +$5.57K 0.01% 441
2025
Q4 		$167K Buy
+10,509
New +$162K 0.01% 409
2025
Q2 		– Sell
-11,097
Closed -$151K – 395
2025
Q1 		$151K Buy
+11,097
New +$143K 0.02% 260

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
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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 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

Leo Wealth LLC's MUFG Position: Q1 2026 in Review

Leo Wealth LLC increased its Mitsubishi UFJ Financial (MUFG) stake by 3% in Q1 2026, buying an estimated $5.57K and bringing the position to 10,822 shares worth $184K. The position accounts for 0.01% of the portfolio, ranked #441.

Leo Wealth LLC first reported a position in MUFG in Q1 2025 and has held it in 3 quarters since. 539 funds tracked by Wall St. Rank hold MUFG as of Q1 2026.

  • Leo Wealth LLC held 10,822 shares of Mitsubishi UFJ Financial worth $184K as of Q1 2026.
  • Leo Wealth LLC bought 313 Mitsubishi UFJ Financial shares in Q1 2026, an estimated $5.57K.
  • Mitsubishi UFJ Financial made up 0.01% of Leo Wealth LLC's portfolio in Q1 2026, its #441 holding.
  • Leo Wealth LLC first reported a position in Mitsubishi UFJ Financial in Q1 2025 and has held it in 3 quarters since.
  • 539 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q1 2026.

Based on Leo Wealth LLC's 13F filing for Q1 2026, filed 5 May 2026.