NewEdge Wealth’s Mitsubishi UFJ Financial MUFG Stock Holding History

NewEdge 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 Q2	$387K	Buy	19,465 +1,618	+9%	+$30.5K	﹤0.01%	940
2026 Q1	$303K	Sell	17,847 -1,834	-9%	-$32.6K	﹤0.01%	962
2025 Q4	$312K	Buy	19,681 +5,417	+38%	+$83.8K	﹤0.01%	1007
2025 Q3	$215K	Buy	+14,264	New	+$211K	﹤0.01%	969
2024 Q4	–	Sell	-12,960	Closed	-$132K	–	948
2024 Q3	$132K	Buy	12,960 +2,663	+26%	+$28.1K	﹤0.01%	854
2024 Q2	$111K	Sell	10,297 -695	-6%	-$7.05K	﹤0.01%	746
2024 Q1	$110K	Buy	+10,992	New	+$106K	﹤0.01%	789

Other funds holding MUFG

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Chevy Chase Trust Bethesda, Maryland $38.8B AUM 41.35% 1-Year Est. Return

NewEdge Wealth's MUFG Position: Q2 2026 in Review

NewEdge Wealth increased its Mitsubishi UFJ Financial (MUFG) stake by 9.1% in Q2 2026, buying an estimated $30.5K and bringing the position to 19,465 shares worth $387K. The position accounts for ﹤0.01% of the portfolio, ranked #940.

NewEdge Wealth first reported a position in MUFG in Q1 2024 and has held it in 7 quarters since. 576 funds tracked by Wall St. Rank hold MUFG as of Q2 2026.

NewEdge Wealth held 19,465 shares of Mitsubishi UFJ Financial worth $387K as of Q2 2026.
NewEdge Wealth bought 1,618 Mitsubishi UFJ Financial shares in Q2 2026, an estimated $30.5K.
Mitsubishi UFJ Financial made up ﹤0.01% of NewEdge Wealth's portfolio in Q2 2026, its #940 holding.
NewEdge Wealth first reported a position in Mitsubishi UFJ Financial in Q1 2024 and has held it in 7 quarters since.
576 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.