Retirement Wealth Solutions’s Mitsubishi UFJ Financial MUFG Stock Holding History

Retirement Wealth Solutions’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	$22.1K	Buy	1,109 +346	+45%	+$6.52K	0.01%	149
2026 Q1	$12.9K	Sell	763 -12	-2%	-$214	0.01%	183
2025 Q4	$12.3K	Buy	775 +181	+30%	+$2.8K	0.01%	208
2025 Q3	$9.47K	Buy	594 +351	+144%	+$5.2K	0.01%	236
2025 Q2	$3.33K	Hold	243	–	–	﹤0.01%	351
2025 Q1	$3.31K	Buy	243 +72	+42%	+$927	﹤0.01%	335
2024 Q4	$2.02K	Buy	+171	New	+$1.92K	﹤0.01%	363

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

Retirement Wealth Solutions's MUFG Position: Q2 2026 in Review

Retirement Wealth Solutions increased its Mitsubishi UFJ Financial (MUFG) stake by 45% in Q2 2026, buying an estimated $6.52K and bringing the position to 1,109 shares worth $22.1K. The position accounts for 0.01% of the portfolio, ranked #149.

Retirement Wealth Solutions first reported a position in MUFG in Q4 2024 and has held it in 7 quarters since. 576 funds tracked by Wall St. Rank hold MUFG as of Q2 2026.

Retirement Wealth Solutions held 1,109 shares of Mitsubishi UFJ Financial worth $22.1K as of Q2 2026.
Retirement Wealth Solutions bought 346 Mitsubishi UFJ Financial shares in Q2 2026, an estimated $6.52K.
Mitsubishi UFJ Financial made up 0.01% of Retirement Wealth Solutions's portfolio in Q2 2026, its #149 holding.
Retirement Wealth Solutions first reported a position in Mitsubishi UFJ Financial in Q4 2024 and has held it in 7 quarters since.
576 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q2 2026.

Based on Retirement Wealth Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.