LVW Advisors
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LVW Advisors’s Mitsubishi UFJ Financial MUFG Stock Holding History

LVW 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
Q3 		$441K Buy
19,115
+2,726
+17% +$61.5K 0.04% 283
2026
Q2 		$326K Buy
16,389
+5,313
+48% +$100K 0.03% 332
2026
Q1 		$188K Buy
+11,076
New +$197K 0.02% 424

Other funds holding MUFG

Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Todd Asset Management
Todd Asset Management Louisville, Kentucky $5.51B AUM 33.77% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Crossmark Global Holdings
Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Savant Capital
Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

LVW Advisors's MUFG Position: Q3 2026 in Review

LVW Advisors increased its Mitsubishi UFJ Financial (MUFG) stake by 17% in Q3 2026, buying an estimated $61.5K and bringing the position to 19,115 shares worth $441K. The position accounts for 0.04% of the portfolio, ranked #283.

LVW Advisors first reported a position in MUFG in Q1 2026 and has held it in 3 quarters since. 311 funds tracked by Wall St. Rank hold MUFG as of Q3 2026.

  • LVW Advisors held 19,115 shares of Mitsubishi UFJ Financial worth $441K as of Q3 2026.
  • LVW Advisors bought 2,726 Mitsubishi UFJ Financial shares in Q3 2026, an estimated $61.5K.
  • Mitsubishi UFJ Financial made up 0.04% of LVW Advisors's portfolio in Q3 2026, its #283 holding.
  • LVW Advisors first reported a position in Mitsubishi UFJ Financial in Q1 2026 and has held it in 3 quarters since.
  • 311 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q3 2026.

Based on LVW Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.