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Quaker Wealth Management’s Mitsubishi UFJ Financial MUFG Stock Holding History

Quaker Wealth Management’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 		– Sell
-158
Closed -$2.51K – 1017
2025
Q4 		$2.51K Buy
+158
New +$2.44K ﹤0.01% 421

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Aristotle Capital Management
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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

Quaker Wealth Management's MUFG Position: Q1 2026 in Review

Quaker Wealth Management sold out of Mitsubishi UFJ Financial (MUFG) in Q1 2026, closing a stake of 158 shares — an estimated $2.51K sold.

Quaker Wealth Management first reported a position in MUFG in Q4 2025 and held it in 1 quarter. The position peaked at $2.51K in Q4 2025. 537 funds tracked by Wall St. Rank hold MUFG as of Q1 2026.

  • Quaker Wealth Management reported no remaining Mitsubishi UFJ Financial position as of Q1 2026 after selling out during the quarter.
  • Quaker Wealth Management sold 158 Mitsubishi UFJ Financial shares in Q1 2026, an estimated $2.51K.
  • Quaker Wealth Management first reported a position in Mitsubishi UFJ Financial in Q4 2025 and held it in 1 quarter.
  • Quaker Wealth Management's Mitsubishi UFJ Financial position peaked at $2.51K in Q4 2025.
  • 537 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q1 2026.

Based on Quaker Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.