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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
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
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 $761B 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 $5.7T 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 $528B AUM 27.57% 1-Year Est. Return