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 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

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

Perigon Wealth Management's MUFG Position: Q2 2026 in Review

Perigon Wealth Management increased its Mitsubishi UFJ Financial (MUFG) stake by 12% in Q2 2026, buying an estimated $35.4K and bringing the position to 17,832 shares worth $355K. The position accounts for 0.01% of the portfolio, ranked #1035.

Perigon Wealth Management first reported a position in MUFG in Q3 2016 and has held it in 8 quarters since. 576 funds tracked by Wall St. Rank hold MUFG as of Q2 2026.

Perigon Wealth Management held 17,832 shares of Mitsubishi UFJ Financial worth $355K as of Q2 2026.
Perigon Wealth Management bought 1,881 Mitsubishi UFJ Financial shares in Q2 2026, an estimated $35.4K.
Mitsubishi UFJ Financial made up 0.01% of Perigon Wealth Management's portfolio in Q2 2026, its #1035 holding.
Perigon Wealth Management first reported a position in Mitsubishi UFJ Financial in Q3 2016 and has held it in 8 quarters since.
576 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q2 2026.

Based on Perigon Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.