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PDS Planning’s Mitsubishi UFJ Financial MUFG Stock Holding History

PDS Planning’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 		$420K Hold
24,756
– – 0.03% 305
2025
Q4 		$393K Hold
24,756
– – 0.03% 311
2025
Q3 		$395K Buy
24,756
+103
+0.4% +$1.52K 0.03% 298
2025
Q2 		$338K Hold
24,653
– – 0.03% 323
2025
Q1 		$336K Buy
24,653
+306
+1% +$3.94K 0.03% 294
2024
Q4 		$285K Hold
24,347
– – 0.03% 306
2024
Q3 		$248K Sell
24,347
-369
-1% -$3.9K 0.02% 351
2024
Q2 		$267K Sell
24,716
-35
-0.1% -$355 0.03% 291
2024
Q1 		$253K Buy
24,751
+369
+2% +$3.57K 0.03% 300
2023
Q4 		$210K Hold
24,382
– – 0.02% 327
2023
Q3 		$207K Buy
24,382
+158
+0.7% +$1.26K 0.03% 293
2023
Q2 		$179K Hold
24,224
– – 0.02% 311
2023
Q1 		$155K Buy
+24,224
New +$170K 0.02% 278

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

PDS Planning's MUFG Position: Q1 2026 in Review

PDS Planning held its Mitsubishi UFJ Financial (MUFG) position steady in Q1 2026 at 24,756 shares worth $420K. The position accounts for 0.03% of the portfolio, ranked #305.

PDS Planning first reported a position in MUFG in Q1 2023 and has held it in 13 quarters since. 537 funds tracked by Wall St. Rank hold MUFG as of Q1 2026.

  • PDS Planning held 24,756 shares of Mitsubishi UFJ Financial worth $420K as of Q1 2026.
  • PDS Planning left its Mitsubishi UFJ Financial share count unchanged in Q1 2026.
  • Mitsubishi UFJ Financial made up 0.03% of PDS Planning's portfolio in Q1 2026, its #305 holding.
  • PDS Planning first reported a position in Mitsubishi UFJ Financial in Q1 2023 and has held it in 13 quarters since.
  • 537 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q1 2026.

Based on PDS Planning's 13F filing for Q1 2026, filed 22 Apr 2026.