Premier Path Wealth Partners’s Mitsubishi UFJ Financial MUFG Stock Holding History

Premier Path Wealth Partners’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 Q3	$233K	Hold	10,106	–	–	0.03%	360
2026 Q2	$201K	Sell	10,106 -724	-7%	-$13.6K	0.02%	397
2026 Q1	$184K	Sell	10,830 -174	-2%	-$3.1K	0.02%	394
2025 Q4	$175K	Sell	11,004 -671	-6%	-$10.4K	0.02%	392
2025 Q3	$186K	Hold	11,675	–	–	0.02%	388
2025 Q2	$160K	Hold	11,675	–	–	0.02%	381
2025 Q1	$159K	Hold	11,675	–	–	0.02%	366
2024 Q4	$137K	Buy	+11,675	New	+$131K	0.02%	367
2024 Q3	–	Sell	-11,697	Closed	-$126K	–	379
2024 Q2	$126K	Sell	11,697 -76	-0.6%	-$771	0.02%	365
2024 Q1	$120K	Buy	+11,773	New	+$114K	0.02%	340

Other funds holding MUFG

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return

Boston Common Asset Management Boston, Massachusetts $1.72B AUM 26.04% 1-Year Est. Return

Guardian Partners Toronto, Canada $1.13B AUM 28.37% 1-Year Est. Return

Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return

Quadrant Capital Group Cincinnati, Ohio $3.7B AUM 33.76% 1-Year Est. Return

Augustine Asset Management Jacksonville, Florida $464M AUM 16.89% 1-Year Est. Return

Henry James International Management New York $330M AUM 35.5% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Premier Path Wealth Partners's MUFG Position: Q3 2026 in Review

Premier Path Wealth Partners held its Mitsubishi UFJ Financial (MUFG) position steady in Q3 2026 at 10,106 shares worth $233K. The position accounts for 0.03% of the portfolio, ranked #360.

Premier Path Wealth Partners first reported a position in MUFG in Q1 2024 and has held it in 10 quarters since. 137 funds tracked by Wall St. Rank hold MUFG as of Q3 2026.

Premier Path Wealth Partners held 10,106 shares of Mitsubishi UFJ Financial worth $233K as of Q3 2026.
Premier Path Wealth Partners left its Mitsubishi UFJ Financial share count unchanged in Q3 2026.
Mitsubishi UFJ Financial made up 0.03% of Premier Path Wealth Partners's portfolio in Q3 2026, its #360 holding.
Premier Path Wealth Partners first reported a position in Mitsubishi UFJ Financial in Q1 2024 and has held it in 10 quarters since.
137 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q3 2026.

Based on Premier Path Wealth Partners's 13F filing for Q3 2026, filed 16 Oct 2026.