Mount Yale Investment Advisors’s Mitsubishi UFJ Financial MUFG Stock Holding History

Mount Yale Investment 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 Q1	$443K	Sell	26,129 -1,284	-5%	-$22.9K	0.01%	757
2025 Q4	$435K	Sell	27,413 -6,194	-18%	-$95.8K	0.02%	495
2025 Q3	$536K	Buy	33,607 +32,682	+3,533%	+$484K	0.04%	404
2025 Q2	$12.7K	Buy	+925	New	+$12K	﹤0.01%	1108
2019 Q3	–	Sell	-48,356	Closed	-$233K	–	323
2019 Q2	$233K	Buy	+48,356	New	+$232K	0.04%	284
2018 Q2	–	Sell	-2,600	Closed	-$17K	–	988
2018 Q1	$17K	Buy	+2,600	New	+$18.9K	﹤0.01%	796

Other funds holding MUFG

Fisher Asset Management Camas, Washington $336B AUM 34.66% 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 $6.73T AUM 46.02% 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

Mount Yale Investment Advisors's MUFG Position: Q1 2026 in Review

Mount Yale Investment Advisors reduced its Mitsubishi UFJ Financial (MUFG) stake by 4.7% in Q1 2026, selling an estimated $22.9K and leaving 26,129 shares worth $443K. The position accounts for 0.01% of the portfolio, ranked #757.

Mount Yale Investment Advisors first reported a position in MUFG in Q1 2018 and has held it in 6 quarters since. The position peaked at $536K in Q3 2025. 539 funds tracked by Wall St. Rank hold MUFG as of Q1 2026.

Mount Yale Investment Advisors held 26,129 shares of Mitsubishi UFJ Financial worth $443K as of Q1 2026.
Mount Yale Investment Advisors sold 1,284 Mitsubishi UFJ Financial shares in Q1 2026, an estimated $22.9K.
Mitsubishi UFJ Financial made up 0.01% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #757 holding.
Mount Yale Investment Advisors first reported a position in Mitsubishi UFJ Financial in Q1 2018 and has held it in 6 quarters since.
Mount Yale Investment Advisors's Mitsubishi UFJ Financial position peaked at $536K in Q3 2025.
539 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.