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 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 $295B AUM 31.6% 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 $5.72T AUM 30.48% 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

NewEdge Wealth's MUFG Position: Q1 2026 in Review

NewEdge Wealth reduced its Mitsubishi UFJ Financial (MUFG) stake by 9.3% in Q1 2026, selling an estimated $32.6K and leaving 17,847 shares worth $303K. The position accounts for ﹤0.01% of the portfolio, ranked #962.

NewEdge Wealth first reported a position in MUFG in Q1 2024 and has held it in 6 quarters since. The position peaked at $312K in Q4 2025. 537 funds tracked by Wall St. Rank hold MUFG as of Q1 2026.

NewEdge Wealth held 17,847 shares of Mitsubishi UFJ Financial worth $303K as of Q1 2026.
NewEdge Wealth sold 1,834 Mitsubishi UFJ Financial shares in Q1 2026, an estimated $32.6K.
Mitsubishi UFJ Financial made up ﹤0.01% of NewEdge Wealth's portfolio in Q1 2026, its #962 holding.
NewEdge Wealth first reported a position in Mitsubishi UFJ Financial in Q1 2024 and has held it in 6 quarters since.
NewEdge Wealth's Mitsubishi UFJ Financial position peaked at $312K in Q4 2025.
537 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q1 2026.

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