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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
Q2 		$532K Sell
26,746
-740
-3% -$13.9K 0.05% 215
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
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Chevy Chase Trust
Chevy Chase Trust Bethesda, Maryland $38.8B AUM 41.35% 1-Year Est. Return

Pinnacle Wealth Planning Services's MUFG Position: Q2 2026 in Review

Pinnacle Wealth Planning Services reduced its Mitsubishi UFJ Financial (MUFG) stake by 2.7% in Q2 2026, selling an estimated $13.9K and leaving 26,746 shares worth $532K. The position accounts for 0.05% of the portfolio, ranked #215.

Pinnacle Wealth Planning Services first reported a position in MUFG in Q3 2019 and has held it in 27 quarters since. 576 funds tracked by Wall St. Rank hold MUFG as of Q2 2026.

  • Pinnacle Wealth Planning Services held 26,746 shares of Mitsubishi UFJ Financial worth $532K as of Q2 2026.
  • Pinnacle Wealth Planning Services sold 740 Mitsubishi UFJ Financial shares in Q2 2026, an estimated $13.9K.
  • Mitsubishi UFJ Financial made up 0.05% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #215 holding.
  • Pinnacle Wealth Planning Services first reported a position in Mitsubishi UFJ Financial in Q3 2019 and has held it in 27 quarters since.
  • 576 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.