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 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

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Chevy Chase Trust Bethesda, Maryland $38.8B AUM 41.35% 1-Year Est. Return

Premier Path Wealth Partners's MUFG Position: Q2 2026 in Review

Premier Path Wealth Partners reduced its Mitsubishi UFJ Financial (MUFG) stake by 6.7% in Q2 2026, selling an estimated $13.6K and leaving 10,106 shares worth $201K. The position accounts for 0.02% of the portfolio, ranked #397.

Premier Path Wealth Partners first reported a position in MUFG in Q1 2024 and has held it in 9 quarters since. 576 funds tracked by Wall St. Rank hold MUFG as of Q2 2026.

Premier Path Wealth Partners held 10,106 shares of Mitsubishi UFJ Financial worth $201K as of Q2 2026.
Premier Path Wealth Partners sold 724 Mitsubishi UFJ Financial shares in Q2 2026, an estimated $13.6K.
Mitsubishi UFJ Financial made up 0.02% of Premier Path Wealth Partners's portfolio in Q2 2026, its #397 holding.
Premier Path Wealth Partners first reported a position in Mitsubishi UFJ Financial in Q1 2024 and has held it in 9 quarters since.
576 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q2 2026.

Based on Premier Path Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.