Provenance Wealth Advisors’s Mitsubishi UFJ Financial MUFG Stock Holding History

Provenance Wealth 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 Q2	$6.5K	Hold	327	–	–	﹤0.01%	370
2026 Q1	$5.55K	Hold	327	–	–	﹤0.01%	338
2025 Q4	$5.19K	Hold	327	–	–	﹤0.01%	339
2025 Q3	$5.21K	Hold	327	–	–	﹤0.01%	355
2025 Q2	$4.49K	Hold	327	–	–	﹤0.01%	348
2025 Q1	$4.46K	Hold	327	–	–	﹤0.01%	354
2024 Q4	$3.83K	Hold	327	–	–	﹤0.01%	383
2024 Q3	$3.33K	Hold	327	–	–	﹤0.01%	426
2024 Q2	$3.53K	Hold	327	–	–	﹤0.01%	342
2024 Q1	$3.35K	Hold	327	–	–	﹤0.01%	370
2023 Q4	$2.81K	Buy	327 +1	+0.3%	+$8	﹤0.01%	411
2023 Q3	$2.77K	Buy	+326	New	+$2.6K	﹤0.01%	298

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

Provenance Wealth Advisors's MUFG Position: Q2 2026 in Review

Provenance Wealth Advisors held its Mitsubishi UFJ Financial (MUFG) position steady in Q2 2026 at 327 shares worth $6.5K. The position accounts for ﹤0.01% of the portfolio, ranked #370.

Provenance Wealth Advisors first reported a position in MUFG in Q3 2023 and has held it in 12 quarters since. 576 funds tracked by Wall St. Rank hold MUFG as of Q2 2026.

Provenance Wealth Advisors held 327 shares of Mitsubishi UFJ Financial worth $6.5K as of Q2 2026.
Provenance Wealth Advisors left its Mitsubishi UFJ Financial share count unchanged in Q2 2026.
Mitsubishi UFJ Financial made up ﹤0.01% of Provenance Wealth Advisors's portfolio in Q2 2026, its #370 holding.
Provenance Wealth Advisors first reported a position in Mitsubishi UFJ Financial in Q3 2023 and has held it in 12 quarters since.
576 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q2 2026.

Based on Provenance Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.