Marks Group Wealth Management’s Mitsubishi UFJ Financial MUFG Stock Holding History

Marks Group Wealth Management’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	$1.35M	Sell	79,565 -108	-0.1%	-$1.92K	0.13%	169
2025 Q4	$1.26M	Buy	79,673 +19,899	+33%	+$308K	0.12%	172
2025 Q3	$953K	Buy	59,774 +8,338	+16%	+$123K	0.09%	181
2025 Q2	$706K	Buy	51,436 +2,266	+5%	+$29.3K	0.07%	202
2025 Q1	$670K	Buy	49,170 +13,136	+36%	+$169K	0.06%	213
2024 Q4	$422K	Buy	+36,034	New	+$405K	0.04%	235

Other funds holding MUFG

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Marks Group Wealth Management's MUFG Position: Q1 2026 in Review

Marks Group Wealth Management reduced its Mitsubishi UFJ Financial (MUFG) stake by 0.14% in Q1 2026, selling an estimated $1.92K and leaving 79,565 shares worth $1.35M. The position accounts for 0.13% of the portfolio, ranked #169.

Marks Group Wealth Management first reported a position in MUFG in Q4 2024 and has held it in 6 quarters since. 537 funds tracked by Wall St. Rank hold MUFG as of Q1 2026.

Marks Group Wealth Management held 79,565 shares of Mitsubishi UFJ Financial worth $1.35M as of Q1 2026.
Marks Group Wealth Management sold 108 Mitsubishi UFJ Financial shares in Q1 2026, an estimated $1.92K.
Mitsubishi UFJ Financial made up 0.13% of Marks Group Wealth Management's portfolio in Q1 2026, its #169 holding.
Marks Group Wealth Management first reported a position in Mitsubishi UFJ Financial in Q4 2024 and has held it in 6 quarters since.
537 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q1 2026.

Based on Marks Group Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.