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Portside Wealth Group’s Mitsubishi UFJ Financial MUFG Stock Holding History

Portside Wealth Group’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 		$1.14M Sell
57,447
-6,783
-11% -$128K 0.13% 167
2026
Q1 		$1.09M Buy
64,230
+3,954
+7% +$70.4K 0.15% 158
2025
Q4 		$956K Buy
60,276
+10,933
+22% +$169K 0.13% 176
2025
Q3 		$787K Sell
49,343
-608
-1% -$9K 0.11% 197
2025
Q2 		$685K Buy
49,951
+1,153
+2% +$14.9K 0.1% 203
2025
Q1 		$665K Buy
48,798
+6,759
+16% +$87.1K 0.11% 199
2024
Q4 		$493K Buy
42,039
+11,946
+40% +$134K 0.08% 230
2024
Q3 		$306K Buy
30,093
+351
+1% +$3.71K 0.05% 303
2024
Q2 		$321K Sell
29,742
-112
-0.4% -$1.14K 0.06% 262
2024
Q1 		$305K Sell
29,854
-1,428
-5% -$13.8K 0.06% 274
2023
Q4 		$269K Sell
31,282
-2,621
-8% -$22.1K 0.05% 283
2023
Q3 		$290K Sell
33,903
-623
-2% -$4.97K 0.05% 255
2023
Q2 		$254K Buy
+34,526
New +$230K 0.05% 286

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

Portside Wealth Group's MUFG Position: Q2 2026 in Review

Portside Wealth Group reduced its Mitsubishi UFJ Financial (MUFG) stake by 11% in Q2 2026, selling an estimated $128K and leaving 57,447 shares worth $1.14M. The position accounts for 0.13% of the portfolio, ranked #167.

Portside Wealth Group first reported a position in MUFG in Q2 2023 and has held it in 13 quarters since. 572 funds tracked by Wall St. Rank hold MUFG as of Q2 2026.

  • Portside Wealth Group held 57,447 shares of Mitsubishi UFJ Financial worth $1.14M as of Q2 2026.
  • Portside Wealth Group sold 6,783 Mitsubishi UFJ Financial shares in Q2 2026, an estimated $128K.
  • Mitsubishi UFJ Financial made up 0.13% of Portside Wealth Group's portfolio in Q2 2026, its #167 holding.
  • Portside Wealth Group first reported a position in Mitsubishi UFJ Financial in Q2 2023 and has held it in 13 quarters since.
  • 572 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q2 2026.

Based on Portside Wealth Group's 13F filing for Q2 2026, filed 14 Jul 2026.