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MPWM Advisory Solutions’s Mitsubishi UFJ Financial MUFG Stock Holding History

MPWM Advisory Solutions’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 		$9.81K Hold
578
– – 0.01% 342
2025
Q4 		$9.17K Hold
578
– – 0.01% 332
2025
Q3 		$9.21K Hold
578
– – 0.01% 304
2025
Q2 		$7.93K Hold
578
– – 0.01% 322
2025
Q1 		$7.88K Hold
578
– – 0.01% 324
2024
Q4 		$6.77K Buy
+578
New +$6.5K 0.01% 345

Other funds holding MUFG

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

MPWM Advisory Solutions's MUFG Position: Q1 2026 in Review

MPWM Advisory Solutions held its Mitsubishi UFJ Financial (MUFG) position steady in Q1 2026 at 578 shares worth $9.81K. The position accounts for 0.01% of the portfolio, ranked #342.

MPWM Advisory Solutions 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.

  • MPWM Advisory Solutions held 578 shares of Mitsubishi UFJ Financial worth $9.81K as of Q1 2026.
  • MPWM Advisory Solutions left its Mitsubishi UFJ Financial share count unchanged in Q1 2026.
  • Mitsubishi UFJ Financial made up 0.01% of MPWM Advisory Solutions's portfolio in Q1 2026, its #342 holding.
  • MPWM Advisory Solutions 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 MPWM Advisory Solutions's 13F filing for Q1 2026, filed 13 May 2026.