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 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

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

Premier Path Wealth Partners's MUFG Position: Q1 2026 in Review

Premier Path Wealth Partners reduced its Mitsubishi UFJ Financial (MUFG) stake by 1.6% in Q1 2026, selling an estimated $3.1K and leaving 10,830 shares worth $184K. The position accounts for 0.02% of the portfolio, ranked #394.

Premier Path Wealth Partners first reported a position in MUFG in Q1 2024 and has held it in 8 quarters since. The position peaked at $186K in Q3 2025. 537 funds tracked by Wall St. Rank hold MUFG as of Q1 2026.

Premier Path Wealth Partners held 10,830 shares of Mitsubishi UFJ Financial worth $184K as of Q1 2026.
Premier Path Wealth Partners sold 174 Mitsubishi UFJ Financial shares in Q1 2026, an estimated $3.1K.
Mitsubishi UFJ Financial made up 0.02% of Premier Path Wealth Partners's portfolio in Q1 2026, its #394 holding.
Premier Path Wealth Partners first reported a position in Mitsubishi UFJ Financial in Q1 2024 and has held it in 8 quarters since.
Premier Path Wealth Partners's Mitsubishi UFJ Financial position peaked at $186K in Q3 2025.
537 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q1 2026.

Based on Premier Path Wealth Partners's 13F filing for Q1 2026, filed 23 Apr 2026.