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Naviter Wealth’s Mitsubishi UFJ Financial MUFG Stock Holding History

Naviter Wealth’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 		$4M Buy
235,830
+8,712
+4% +$155K 0.5% 38
2025
Q4 		$3.6M Sell
227,118
-44,478
-16% -$688K 0.47% 46
2025
Q3 		$4.33M Buy
271,596
+8,984
+3% +$133K 0.5% 42
2025
Q2 		$3.67M Buy
262,612
+10,216
+4% +$132K 0.45% 49
2025
Q1 		$3.53M Buy
252,396
+2,590
+1% +$33.4K 0.43% 57
2024
Q4 		$2.93M Sell
249,806
-28,915
-10% -$325K 0.35% 71
2024
Q3 		$2.84M Buy
278,721
+890
+0.3% +$9.39K 0.39% 62
2024
Q2 		$3M Buy
277,831
+15,623
+6% +$158K 0.45% 55
2024
Q1 		$2.68M Buy
262,208
+31,029
+13% +$300K 0.44% 60
2023
Q4 		$1.99M Buy
231,179
+41,866
+22% +$353K 0.4% 68
2023
Q3 		$1.61M Buy
189,313
+4,780
+3% +$38.1K 0.39% 64
2023
Q2 		$1.36M Buy
184,533
+29,231
+19% +$195K 0.35% 75
2023
Q1 		$992K Buy
155,302
+18,358
+13% +$128K 0.35% 83
2022
Q4 		$1.01M Buy
136,944
+11,559
+9% +$59.8K 0.28% 89
2022
Q3 		$564K Buy
125,385
+8,479
+7% +$44.1K 0.23% 110
2022
Q2 		$624K Buy
+116,906
New +$673K 0.26% 94

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

Naviter Wealth's MUFG Position: Q1 2026 in Review

Naviter Wealth increased its Mitsubishi UFJ Financial (MUFG) stake by 3.8% in Q1 2026, buying an estimated $155K and bringing the position to 235,830 shares worth $4M. The position accounts for 0.5% of the portfolio, ranked #38.

Naviter Wealth first reported a position in MUFG in Q2 2022 and has held it in 16 quarters since. The position peaked at $4.33M in Q3 2025. 537 funds tracked by Wall St. Rank hold MUFG as of Q1 2026.

  • Naviter Wealth held 235,830 shares of Mitsubishi UFJ Financial worth $4M as of Q1 2026.
  • Naviter Wealth bought 8,712 Mitsubishi UFJ Financial shares in Q1 2026, an estimated $155K.
  • Mitsubishi UFJ Financial made up 0.5% of Naviter Wealth's portfolio in Q1 2026, its #38 holding.
  • Naviter Wealth first reported a position in Mitsubishi UFJ Financial in Q2 2022 and has held it in 16 quarters since.
  • Naviter Wealth's Mitsubishi UFJ Financial position peaked at $4.33M in Q3 2025.
  • 537 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q1 2026.

Based on Naviter Wealth's 13F filing for Q1 2026, filed 10 Apr 2026.