Pinnacle Wealth Planning Services’s Mitsubishi UFJ Financial MUFG Stock Holding History

Pinnacle Wealth Planning Services’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	$466K	Sell	27,486 -1,204	-4%	-$21.4K	0.05%	232
2025 Q4	$455K	Buy	28,690 +342	+1%	+$5.29K	0.05%	222
2025 Q3	$452K	Sell	28,348 -2,014	-7%	-$29.8K	0.05%	235
2025 Q2	$417K	Sell	30,362 -381	-1%	-$4.93K	0.05%	230
2025 Q1	$419K	Buy	30,743 +243	+0.8%	+$3.13K	0.06%	193
2024 Q4	$357K	Sell	30,500 -14,345	-32%	-$161K	0.05%	216
2024 Q3	$457K	Hold	44,845	–	–	0.06%	204
2024 Q2	$484K	Hold	44,845	–	–	0.07%	185
2024 Q1	$459K	Hold	44,845	–	–	0.07%	204
2023 Q4	$386K	Hold	44,845	–	–	0.06%	216
2023 Q3	$381K	Hold	44,845	–	–	0.06%	207
2023 Q2	$331K	Sell	44,845 -549	-1%	-$3.66K	0.05%	242
2023 Q1	$290K	Hold	45,394	–	–	0.05%	280
2022 Q4	$303K	Sell	45,394 -130	-0.3%	-$673	0.05%	263
2022 Q3	$205K	Hold	45,524	–	–	0.04%	325
2022 Q2	$243K	Hold	45,524	–	–	0.04%	291
2022 Q1	$282K	Hold	45,524	–	–	0.05%	279
2021 Q4	$248K	Hold	45,524	–	–	0.05%	300
2021 Q3	$270K	Hold	45,524	–	–	0.06%	259
2021 Q2	$247K	Hold	45,524	–	–	0.06%	274
2021 Q1	$245K	Sell	45,524 -72	-0.2%	-$371	0.06%	257
2020 Q4	$202K	Sell	45,596 -4,399	-9%	-$18.7K	0.05%	278
2020 Q3	$201K	Buy	49,995 +1,803	+4%	+$7.28K	0.07%	239
2020 Q2	$190K	Buy	+48,192	New	+$191K	0.06%	229
2020 Q1	–	Sell	-25,086	Closed	-$136K	–	256
2019 Q4	$136K	Buy	25,086 +4,216	+20%	+$22.2K	0.06%	232
2019 Q3	$106K	Buy	+20,870	New	+$102K	0.06%	198

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

Pinnacle Wealth Planning Services's MUFG Position: Q1 2026 in Review

Pinnacle Wealth Planning Services reduced its Mitsubishi UFJ Financial (MUFG) stake by 4.2% in Q1 2026, selling an estimated $21.4K and leaving 27,486 shares worth $466K. The position accounts for 0.05% of the portfolio, ranked #232.

Pinnacle Wealth Planning Services first reported a position in MUFG in Q3 2019 and has held it in 26 quarters since. The position peaked at $484K in Q2 2024. 537 funds tracked by Wall St. Rank hold MUFG as of Q1 2026.

Pinnacle Wealth Planning Services held 27,486 shares of Mitsubishi UFJ Financial worth $466K as of Q1 2026.
Pinnacle Wealth Planning Services sold 1,204 Mitsubishi UFJ Financial shares in Q1 2026, an estimated $21.4K.
Mitsubishi UFJ Financial made up 0.05% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #232 holding.
Pinnacle Wealth Planning Services first reported a position in Mitsubishi UFJ Financial in Q3 2019 and has held it in 26 quarters since.
Pinnacle Wealth Planning Services's Mitsubishi UFJ Financial position peaked at $484K in Q2 2024.
537 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.