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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

CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
AAM
Augustine Asset Management Jacksonville, Florida $494M AUM 76.22% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
HJIM
Henry James International Management New York $334M AUM 49.44% 1-Year Est. Return
JAM
JCIC Asset Management Toronto, Ontario, Canada $326M AUM 31.94% 1-Year Est. Return
AWA
Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return
BCM
BTC Capital Management Des Moines, Iowa $1.65B AUM 27.85% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 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. 88 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.
  • 88 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.