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 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 $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

Perigon Wealth Management's MUFG Position: Q1 2026 in Review

Perigon Wealth Management increased its Mitsubishi UFJ Financial (MUFG) stake by 12% in Q1 2026, buying an estimated $30.1K and bringing the position to 15,951 shares worth $271K. The position accounts for ﹤0.01% of the portfolio, ranked #1060.

Perigon Wealth Management first reported a position in MUFG in Q3 2016 and has held it in 7 quarters since. 537 funds tracked by Wall St. Rank hold MUFG as of Q1 2026.

Perigon Wealth Management held 15,951 shares of Mitsubishi UFJ Financial worth $271K as of Q1 2026.
Perigon Wealth Management bought 1,693 Mitsubishi UFJ Financial shares in Q1 2026, an estimated $30.1K.
Mitsubishi UFJ Financial made up ﹤0.01% of Perigon Wealth Management's portfolio in Q1 2026, its #1060 holding.
Perigon Wealth Management first reported a position in Mitsubishi UFJ Financial in Q3 2016 and has held it in 7 quarters since.
537 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q1 2026.

Based on Perigon Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.