Lido Advisors
MUFG icon

Lido Advisors’s Mitsubishi UFJ Financial MUFG Stock Holding History

Lido Advisors’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 		$548K Buy
32,275
+8,370
+35% +$149K ﹤0.01% 1251
2025
Q4 		$381K Buy
23,905
+1
+0% +$15 ﹤0.01% 1440
2025
Q3 		$381K Buy
23,904
+1,452
+6% +$21.5K ﹤0.01% 1360
2025
Q2 		$314K Buy
22,452
+921
+4% +$11.9K ﹤0.01% 1323
2025
Q1 		$293K Sell
21,531
-2,105
-9% -$27.1K ﹤0.01% 1224
2024
Q4 		$277K Buy
23,636
+173
+0.7% +$1.95K ﹤0.01% 1244
2024
Q3 		$239K Buy
23,463
+1,270
+6% +$13.4K ﹤0.01% 1251
2024
Q2 		$242K Buy
22,193
+4,954
+29% +$50.2K ﹤0.01% 1211
2024
Q1 		$176K Buy
17,239
+6,637
+63% +$64.2K ﹤0.01% 1278
2023
Q4 		$91.3K Buy
+10,602
New +$89.4K ﹤0.01% 1293

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

Lido Advisors's MUFG Position: Q1 2026 in Review

Lido Advisors increased its Mitsubishi UFJ Financial (MUFG) stake by 35% in Q1 2026, buying an estimated $149K and bringing the position to 32,275 shares worth $548K. The position accounts for ﹤0.01% of the portfolio, ranked #1251.

Lido Advisors first reported a position in MUFG in Q4 2023 and has held it in 10 quarters since. 537 funds tracked by Wall St. Rank hold MUFG as of Q1 2026.

  • Lido Advisors held 32,275 shares of Mitsubishi UFJ Financial worth $548K as of Q1 2026.
  • Lido Advisors bought 8,370 Mitsubishi UFJ Financial shares in Q1 2026, an estimated $149K.
  • Mitsubishi UFJ Financial made up ﹤0.01% of Lido Advisors's portfolio in Q1 2026, its #1251 holding.
  • Lido Advisors first reported a position in Mitsubishi UFJ Financial in Q4 2023 and has held it in 10 quarters since.
  • 537 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q1 2026.

Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.