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NewEdge Advisors’s Mitsubishi UFJ Financial MUFG Stock Holding History

NewEdge 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 		$1.08M Buy
63,437
+10,199
+19% +$182K ﹤0.01% 1462
2025
Q4 		$844K Buy
53,238
+4,969
+10% +$76.8K ﹤0.01% 1594
2025
Q3 		$769K Sell
48,269
-39,843
-45% -$590K ﹤0.01% 1562
2025
Q2 		$1.21M Buy
88,112
+16,556
+23% +$214K 0.01% 1188
2025
Q1 		$975K Sell
71,556
-1,316
-2% -$17K 0.01% 1197
2024
Q4 		$854K Buy
72,872
+5,615
+8% +$63.1K 0.01% 1241
2024
Q3 		$685K Sell
67,257
-6,096
-8% -$64.4K ﹤0.01% 1289
2024
Q2 		$792K Buy
73,353
+18,682
+34% +$189K 0.01% 1178
2024
Q1 		$559K Buy
54,671
+7,868
+17% +$76.1K ﹤0.01% 1284
2023
Q4 		$412K Buy
46,803
+32,546
+228% +$275K ﹤0.01% 1385
2023
Q3 		$121K Sell
14,257
-776
-5% -$6.19K ﹤0.01% 1775
2023
Q2 		$111K Buy
15,033
+1,203
+9% +$8.01K ﹤0.01% 1820
2023
Q1 		$88.4K Buy
13,830
+12,044
+674% +$84.3K ﹤0.01% 1788
2022
Q4 		$11.9K Buy
+1,786
New +$9.24K ﹤0.01% 2315

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

NewEdge Advisors's MUFG Position: Q1 2026 in Review

NewEdge Advisors increased its Mitsubishi UFJ Financial (MUFG) stake by 19% in Q1 2026, buying an estimated $182K and bringing the position to 63,437 shares worth $1.08M. The position accounts for ﹤0.01% of the portfolio, ranked #1462.

NewEdge Advisors first reported a position in MUFG in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.21M in Q2 2025. 537 funds tracked by Wall St. Rank hold MUFG as of Q1 2026.

  • NewEdge Advisors held 63,437 shares of Mitsubishi UFJ Financial worth $1.08M as of Q1 2026.
  • NewEdge Advisors bought 10,199 Mitsubishi UFJ Financial shares in Q1 2026, an estimated $182K.
  • Mitsubishi UFJ Financial made up ﹤0.01% of NewEdge Advisors's portfolio in Q1 2026, its #1462 holding.
  • NewEdge Advisors first reported a position in Mitsubishi UFJ Financial in Q4 2022 and has held it in 14 quarters since.
  • NewEdge Advisors's Mitsubishi UFJ Financial position peaked at $1.21M in Q2 2025.
  • 537 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.