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Modern Wealth Management’s Mitsubishi UFJ Financial MUFG Stock Holding History

Modern 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 		$205K Sell
10,292
-1,432
-12% -$27K ﹤0.01% 1031
2026
Q1 		$208K Buy
+11,724
New +$209K ﹤0.01% 834

Other funds holding MUFG

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Chevy Chase Trust
Chevy Chase Trust Bethesda, Maryland $38.8B AUM 41.35% 1-Year Est. Return

Modern Wealth Management's MUFG Position: Q2 2026 in Review

Modern Wealth Management reduced its Mitsubishi UFJ Financial (MUFG) stake by 12% in Q2 2026, selling an estimated $27K and leaving 10,292 shares worth $205K. The position accounts for ﹤0.01% of the portfolio, ranked #1031.

Modern Wealth Management first reported a position in MUFG in Q1 2026 and has held it in 2 quarters since. The position peaked at $208K in Q1 2026. 573 funds tracked by Wall St. Rank hold MUFG as of Q2 2026.

  • Modern Wealth Management held 10,292 shares of Mitsubishi UFJ Financial worth $205K as of Q2 2026.
  • Modern Wealth Management sold 1,432 Mitsubishi UFJ Financial shares in Q2 2026, an estimated $27K.
  • Mitsubishi UFJ Financial made up ﹤0.01% of Modern Wealth Management's portfolio in Q2 2026, its #1031 holding.
  • Modern Wealth Management first reported a position in Mitsubishi UFJ Financial in Q1 2026 and has held it in 2 quarters since.
  • Modern Wealth Management's Mitsubishi UFJ Financial position peaked at $208K in Q1 2026.
  • 573 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.