Mission Wealth Management’s Mitsubishi UFJ Financial MUFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $679K | Sell |
39,993
-510
| -1% | -$9.08K | 0.01% | 412 |
|
|
2025
Q4 | $642K | Sell |
40,503
-1,203
| -3% | -$18.6K | 0.01% | 430 |
|
|
2025
Q3 | $665K | Buy |
41,706
+662
| +2% | +$9.8K | 0.01% | 415 |
|
|
2025
Q2 | $563K | Buy |
41,044
+6,512
| +19% | +$84.2K | 0.01% | 446 |
|
|
2025
Q1 | $471K | Sell |
34,532
-1,304
| -4% | -$16.8K | 0.01% | 467 |
|
|
2024
Q4 | $420K | Buy |
35,836
+5,545
| +18% | +$62.3K | 0.01% | 465 |
|
|
2024
Q3 | $308K | Buy |
30,291
+2,715
| +10% | +$28.7K | 0.01% | 543 |
|
|
2024
Q2 | $298K | Buy |
27,576
+6,356
| +30% | +$64.5K | 0.01% | 531 |
|
|
2024
Q1 | $217K | Buy |
21,220
+6,104
| +40% | +$59.1K | 0.01% | 630 |
|
|
2023
Q4 | $130K | Buy |
15,116
+3,015
| +25% | +$25.4K | ﹤0.01% | 569 |
|
|
2023
Q3 | $103K | Buy |
12,101
+620
| +5% | +$4.95K | ﹤0.01% | 532 |
|
|
2023
Q2 | $84.6K | Buy |
11,481
+905
| +9% | +$6.03K | ﹤0.01% | 534 |
|
|
2023
Q1 | $67.6K | Buy |
+10,576
| New | +$74K | ﹤0.01% | 523 |
|
|
2022
Q2 | – | Sell |
-10,023
| Closed | -$62K | – | 544 |
|
|
2022
Q1 | $62K | Hold |
10,023
| – | – | ﹤0.01% | 524 |
|
|
2021
Q4 | $55K | Sell |
10,023
-2,459
| -20% | -$13.8K | ﹤0.01% | 529 |
|
|
2021
Q3 | $74K | Sell |
12,482
-2,025
| -14% | -$11.2K | ﹤0.01% | 503 |
|
|
2021
Q2 | $79K | Sell |
14,507
-3,979
| -22% | -$22.1K | ﹤0.01% | 483 |
|
|
2021
Q1 | $99K | Sell |
18,486
-900
| -5% | -$4.64K | 0.01% | 435 |
|
|
2020
Q4 | $86K | Buy |
19,386
+6,821
| +54% | +$29K | 0.01% | 404 |
|
|
2020
Q3 | $50K | Buy |
+12,565
| New | +$50.7K | ﹤0.01% | 357 |
|
|
2018
Q3 | – | Sell |
-26,099
| Closed | -$148K | – | 288 |
|
|
2018
Q2 | $148K | Sell |
26,099
-1,225
| -4% | -$7.75K | 0.02% | 257 |
|
|
2018
Q1 | $181K | Hold |
27,324
| – | – | 0.03% | 225 |
|
|
2017
Q4 | $199K | Sell |
27,324
-3,110
| -10% | -$21.2K | 0.03% | 217 |
|
|
2017
Q3 | $196K | Sell |
30,434
-250
| -0.8% | -$1.58K | 0.04% | 192 |
|
|
2017
Q2 | $207K | Sell |
30,684
-875
| -3% | -$5.57K | 0.04% | 177 |
|
|
2017
Q1 | $200K | Sell |
31,559
-1,500
| -5% | -$9.81K | 0.04% | 181 |
|
|
2016
Q4 | $204K | Buy |
+33,059
| New | +$188K | 0.04% | 172 |
|
|
2016
Q3 | – | Sell |
-36,159
| Closed | -$160K | – | 165 |
|
|
2016
Q2 | $160K | Sell |
36,159
-2,900
| -7% | -$13.7K | 0.04% | 154 |
|
|
2016
Q1 | $179K | Buy |
39,059
+3,210
| +9% | +$15.7K | 0.05% | 149 |
|
|
2015
Q4 | $223K | Buy |
35,849
+3,586
| +11% | +$23.2K | 0.06% | 122 |
|
|
2015
Q3 | $196K | Buy |
32,263
+7,700
| +31% | +$52.1K | 0.06% | 129 |
|
|
2015
Q2 | $153K | Buy |
+24,563
| New | +$175K | 0.05% | 134 |
|
Other funds holding MUFG
Mission Wealth Management's MUFG Position: Q1 2026 in Review
Mission Wealth Management reduced its Mitsubishi UFJ Financial (MUFG) stake by 1.3% in Q1 2026, selling an estimated $9.08K and leaving 39,993 shares worth $679K. The position accounts for 0.01% of the portfolio, ranked #412.
Mission Wealth Management first reported a position in MUFG in Q2 2015 and has held it in 32 quarters since. 537 funds tracked by Wall St. Rank hold MUFG as of Q1 2026.
- Mission Wealth Management held 39,993 shares of Mitsubishi UFJ Financial worth $679K as of Q1 2026.
- Mission Wealth Management sold 510 Mitsubishi UFJ Financial shares in Q1 2026, an estimated $9.08K.
- Mitsubishi UFJ Financial made up 0.01% of Mission Wealth Management's portfolio in Q1 2026, its #412 holding.
- Mission Wealth Management first reported a position in Mitsubishi UFJ Financial in Q2 2015 and has held it in 32 quarters since.
- 537 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q1 2026.
Based on Mission Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.