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Prime Capital Investment Advisors’s Mitsubishi UFJ Financial MUFG Stock Holding History

Prime Capital Investment Advisors’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 		$1.53M Sell
90,283
-8,909
-9% -$159K 0.02% 410
2025
Q4 		$1.57M Buy
99,192
+19,783
+25% +$306K 0.02% 394
2025
Q3 		$1.27M Buy
79,409
+50,585
+175% +$749K 0.02% 433
2025
Q2 		$395K Sell
28,824
-966
-3% -$12.5K 0.01% 684
2025
Q1 		$406K Buy
29,790
+2,204
+8% +$28.4K ﹤0.01% 731
2024
Q4 		$323K Buy
27,586
+1,542
+6% +$17.3K ﹤0.01% 704
2024
Q3 		$265K Sell
26,044
-823
-3% -$8.69K ﹤0.01% 771
2024
Q2 		$290K Sell
26,867
-34
-0.1% -$345 ﹤0.01% 734
2024
Q1 		$275K Sell
26,901
-1,756
-6% -$17K ﹤0.01% 801
2023
Q4 		$247K Buy
+28,657
New +$242K ﹤0.01% 806

Other funds holding MUFG

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Prime Capital Investment Advisors's MUFG Position: Q1 2026 in Review

Prime Capital Investment Advisors reduced its Mitsubishi UFJ Financial (MUFG) stake by 9% in Q1 2026, selling an estimated $159K and leaving 90,283 shares worth $1.53M. The position accounts for 0.02% of the portfolio, ranked #410.

Prime Capital Investment Advisors first reported a position in MUFG in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.57M in Q4 2025. 537 funds tracked by Wall St. Rank hold MUFG as of Q1 2026.

  • Prime Capital Investment Advisors held 90,283 shares of Mitsubishi UFJ Financial worth $1.53M as of Q1 2026.
  • Prime Capital Investment Advisors sold 8,909 Mitsubishi UFJ Financial shares in Q1 2026, an estimated $159K.
  • Mitsubishi UFJ Financial made up 0.02% of Prime Capital Investment Advisors's portfolio in Q1 2026, its #410 holding.
  • Prime Capital Investment Advisors first reported a position in Mitsubishi UFJ Financial in Q4 2023 and has held it in 10 quarters since.
  • Prime Capital Investment Advisors's Mitsubishi UFJ Financial position peaked at $1.57M in Q4 2025.
  • 537 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q1 2026.

Based on Prime Capital Investment Advisors's 13F filing for Q1 2026, filed 8 May 2026.