Principia Wealth Advisory’s Mitsubishi UFJ Financial MUFG Stock Holding History

Principia Wealth Advisory’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	$18.2K	Buy	914 +69	+8%	+$1.3K	0.01%	185
2026 Q1	$14.3K	Buy	845 +225	+36%	+$4K	0.01%	184
2025 Q4	$9.83K	Sell	620 -7	-1%	-$108	0.01%	199
2025 Q3	$9.99K	Buy	627 +395	+170%	+$5.85K	0.01%	204
2025 Q2	$3.18K	Buy	+232	New	+$3K	﹤0.01%	297

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

Principia Wealth Advisory's MUFG Position: Q2 2026 in Review

Principia Wealth Advisory increased its Mitsubishi UFJ Financial (MUFG) stake by 8.2% in Q2 2026, buying an estimated $1.3K and bringing the position to 914 shares worth $18.2K. The position accounts for 0.01% of the portfolio, ranked #185.

Principia Wealth Advisory first reported a position in MUFG in Q2 2025 and has held it in 5 quarters since. 576 funds tracked by Wall St. Rank hold MUFG as of Q2 2026.

Principia Wealth Advisory held 914 shares of Mitsubishi UFJ Financial worth $18.2K as of Q2 2026.
Principia Wealth Advisory bought 69 Mitsubishi UFJ Financial shares in Q2 2026, an estimated $1.3K.
Mitsubishi UFJ Financial made up 0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #185 holding.
Principia Wealth Advisory first reported a position in Mitsubishi UFJ Financial in Q2 2025 and has held it in 5 quarters since.
576 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.