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 Q2	$707K	Sell	35,541 -44,024	-55%	-$829K	0.06%	236
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 $336B AUM 34.66% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Chevy Chase Trust Bethesda, Maryland $38.8B AUM 41.35% 1-Year Est. Return

Marks Group Wealth Management's MUFG Position: Q2 2026 in Review

Marks Group Wealth Management reduced its Mitsubishi UFJ Financial (MUFG) stake by 55% in Q2 2026, selling an estimated $829K and leaving 35,541 shares worth $707K. The position accounts for 0.06% of the portfolio, ranked #236.

Marks Group Wealth Management first reported a position in MUFG in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.35M in Q1 2026. 576 funds tracked by Wall St. Rank hold MUFG as of Q2 2026.

Marks Group Wealth Management held 35,541 shares of Mitsubishi UFJ Financial worth $707K as of Q2 2026.
Marks Group Wealth Management sold 44,024 Mitsubishi UFJ Financial shares in Q2 2026, an estimated $829K.
Mitsubishi UFJ Financial made up 0.06% of Marks Group Wealth Management's portfolio in Q2 2026, its #236 holding.
Marks Group Wealth Management first reported a position in Mitsubishi UFJ Financial in Q4 2024 and has held it in 7 quarters since.
Marks Group Wealth Management's Mitsubishi UFJ Financial position peaked at $1.35M in Q1 2026.
576 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q2 2026.

Based on Marks Group Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.