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Personal CFO Solutions’s Mitsubishi UFJ Financial MUFG Stock Holding History

Personal CFO Solutions’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 		$910K Buy
53,619
+1,870
+4% +$33.3K 0.13% 139
2025
Q4 		$821K Buy
51,749
+2,040
+4% +$31.5K 0.13% 151
2025
Q3 		$792K Sell
49,709
-753
-1% -$11.1K 0.14% 148
2025
Q2 		$692K Buy
50,462
+1,318
+3% +$17K 0.13% 170
2025
Q1 		$670K Buy
49,144
+474
+1% +$6.11K 0.14% 165
2024
Q4 		$570K Buy
48,670
+1,288
+3% +$14.5K 0.11% 184
2024
Q3 		$482K Buy
47,382
+1,037
+2% +$10.9K 0.07% 270
2024
Q2 		$501K Buy
46,345
+844
+2% +$8.56K 0.08% 246
2024
Q1 		$465K Sell
45,501
-481
-1% -$4.65K 0.07% 275
2023
Q4 		$396K Sell
45,982
-404
-0.9% -$3.41K 0.07% 296
2023
Q3 		$394K Sell
46,386
-3,384
-7% -$27K 0.08% 258
2023
Q2 		$367K Sell
49,770
-4,842
-9% -$32.2K 0.07% 278
2023
Q1 		$349K Buy
54,612
+296
+0.5% +$2.07K 0.07% 269
2022
Q4 		$362K Buy
54,316
+1,322
+2% +$6.84K 0.08% 252
2022
Q3 		$238K Sell
52,994
-1,246
-2% -$6.49K 0.06% 314
2022
Q2 		$290K Buy
54,240
+34,938
+181% +$201K 0.07% 275
2022
Q1 		$119K Buy
19,302
+86
+0.4% +$534 0.02% 446
2021
Q4 		$105K Buy
19,216
+3,441
+22% +$19.4K 0.02% 460
2021
Q3 		$94K Buy
15,775
+354
+2% +$1.97K 0.02% 437
2021
Q2 		$84K Buy
15,421
+2,060
+15% +$11.5K 0.02% 427
2021
Q1 		$72K Buy
+13,361
New +$68.9K 0.02% 399

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

Personal CFO Solutions's MUFG Position: Q1 2026 in Review

Personal CFO Solutions increased its Mitsubishi UFJ Financial (MUFG) stake by 3.6% in Q1 2026, buying an estimated $33.3K and bringing the position to 53,619 shares worth $910K. The position accounts for 0.13% of the portfolio, ranked #139.

Personal CFO Solutions first reported a position in MUFG in Q1 2021 and has held it in 21 quarters since. 537 funds tracked by Wall St. Rank hold MUFG as of Q1 2026.

  • Personal CFO Solutions held 53,619 shares of Mitsubishi UFJ Financial worth $910K as of Q1 2026.
  • Personal CFO Solutions bought 1,870 Mitsubishi UFJ Financial shares in Q1 2026, an estimated $33.3K.
  • Mitsubishi UFJ Financial made up 0.13% of Personal CFO Solutions's portfolio in Q1 2026, its #139 holding.
  • Personal CFO Solutions first reported a position in Mitsubishi UFJ Financial in Q1 2021 and has held it in 21 quarters since.
  • 537 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q1 2026.

Based on Personal CFO Solutions's 13F filing for Q1 2026, filed 30 Apr 2026.