Perigon Wealth Management’s Mitsubishi UFJ Financial MUFG Stock Holding History

Perigon Wealth Management’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 Q3	$424K	Buy	18,372 +540	+3%	+$12.2K	0.01%	977
2026 Q2	$355K	Buy	17,832 +1,881	+12%	+$35.4K	0.01%	1035
2026 Q1	$271K	Buy	15,951 +1,693	+12%	+$30.1K	﹤0.01%	1060
2025 Q4	$226K	Buy	14,258 +756	+6%	+$11.7K	﹤0.01%	1171
2025 Q3	$215K	Buy	13,502 +2,764	+26%	+$40.9K	﹤0.01%	1124
2025 Q2	$147K	Buy	+10,738	New	+$139K	﹤0.01%	1024
2021 Q1	–	Sell	-6,707	Closed	-$30K	–	833
2020 Q4	$30K	Buy	+6,707	New	+$28.5K	﹤0.01%	903
2017 Q1	–	Sell	-6,691	Closed	-$45K	–	674
2016 Q4	$45K	Hold	6,691	–	–	0.01%	373
2016 Q3	$34K	Buy	+6,691	New	+$33.8K	0.01%	345

Other funds holding MUFG

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return

Boston Common Asset Management Boston, Massachusetts $1.72B AUM 26.04% 1-Year Est. Return

Guardian Partners Toronto, Canada $1.13B AUM 28.37% 1-Year Est. Return

Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return

Quadrant Capital Group Cincinnati, Ohio $3.7B AUM 33.76% 1-Year Est. Return

Augustine Asset Management Jacksonville, Florida $464M AUM 16.89% 1-Year Est. Return

Henry James International Management New York $330M AUM 35.5% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Perigon Wealth Management's MUFG Position: Q3 2026 in Review

Perigon Wealth Management increased its Mitsubishi UFJ Financial (MUFG) stake by 3% in Q3 2026, buying an estimated $12.2K and bringing the position to 18,372 shares worth $424K. The position accounts for 0.01% of the portfolio, ranked #977.

Perigon Wealth Management first reported a position in MUFG in Q3 2016 and has held it in 9 quarters since. 137 funds tracked by Wall St. Rank hold MUFG as of Q3 2026.

Perigon Wealth Management held 18,372 shares of Mitsubishi UFJ Financial worth $424K as of Q3 2026.
Perigon Wealth Management bought 540 Mitsubishi UFJ Financial shares in Q3 2026, an estimated $12.2K.
Mitsubishi UFJ Financial made up 0.01% of Perigon Wealth Management's portfolio in Q3 2026, its #977 holding.
Perigon Wealth Management first reported a position in Mitsubishi UFJ Financial in Q3 2016 and has held it in 9 quarters since.
137 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q3 2026.

Based on Perigon Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.