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Physician Wealth Advisors’s Mitsubishi UFJ Financial MUFG Stock Holding History

Physician Wealth Advisors’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 		$37.4K Buy
1,878
+221
+13% +$4.16K ﹤0.01% 498
2026
Q1 		$28.1K Buy
1,657
+28
+2% +$498 ﹤0.01% 540
2025
Q4 		$25.8K Buy
1,629
+151
+10% +$2.33K ﹤0.01% 523
2025
Q3 		$23.6K Buy
1,478
+31
+2% +$459 ﹤0.01% 537
2025
Q2 		$19.9K Buy
1,447
+335
+30% +$4.33K ﹤0.01% 519
2025
Q1 		$15.2K Buy
1,112
+66
+6% +$850 ﹤0.01% 538
2024
Q4 		$12.3K Buy
+1,046
New +$11.8K ﹤0.01% 597

Other funds holding MUFG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
BCAM
Boston Common Asset Management Boston, Massachusetts $1.69B AUM 28.29% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
GP
Guardian Partners Toronto, Canada $1.11B AUM 38.73% 1-Year Est. Return
EGA
Eagle Global Advisors Houston, Texas $3.02B AUM 34.37% 1-Year Est. Return
AAM
Augustine Asset Management Jacksonville, Florida $494M AUM 76.22% 1-Year Est. Return

Physician Wealth Advisors's MUFG Position: Q2 2026 in Review

Physician Wealth Advisors increased its Mitsubishi UFJ Financial (MUFG) stake by 13% in Q2 2026, buying an estimated $4.16K and bringing the position to 1,878 shares worth $37.4K. The position accounts for ﹤0.01% of the portfolio, ranked #498.

Physician Wealth Advisors first reported a position in MUFG in Q4 2024 and has held it in 7 quarters since. 247 funds tracked by Wall St. Rank hold MUFG as of Q2 2026.

  • Physician Wealth Advisors held 1,878 shares of Mitsubishi UFJ Financial worth $37.4K as of Q2 2026.
  • Physician Wealth Advisors bought 221 Mitsubishi UFJ Financial shares in Q2 2026, an estimated $4.16K.
  • Mitsubishi UFJ Financial made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #498 holding.
  • Physician Wealth Advisors first reported a position in Mitsubishi UFJ Financial in Q4 2024 and has held it in 7 quarters since.
  • 247 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.