Retirement Wealth Solutions
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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
Q3 		$46.4K Buy
2,011
+902
+81% +$20.3K 0.02% 116
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
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Todd Asset Management
Todd Asset Management Louisville, Kentucky $5.51B AUM 33.77% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky Frankfort, Kentucky $14.7B AUM 33.6% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Retirement Wealth Solutions's MUFG Position: Q3 2026 in Review

Retirement Wealth Solutions increased its Mitsubishi UFJ Financial (MUFG) stake by 81% in Q3 2026, buying an estimated $20.3K and bringing the position to 2,011 shares worth $46.4K. The position accounts for 0.02% of the portfolio, ranked #116.

Retirement Wealth Solutions first reported a position in MUFG in Q4 2024 and has held it in 8 quarters since. 344 funds tracked by Wall St. Rank hold MUFG as of Q3 2026.

  • Retirement Wealth Solutions held 2,011 shares of Mitsubishi UFJ Financial worth $46.4K as of Q3 2026.
  • Retirement Wealth Solutions bought 902 Mitsubishi UFJ Financial shares in Q3 2026, an estimated $20.3K.
  • Mitsubishi UFJ Financial made up 0.02% of Retirement Wealth Solutions's portfolio in Q3 2026, its #116 holding.
  • Retirement Wealth Solutions first reported a position in Mitsubishi UFJ Financial in Q4 2024 and has held it in 8 quarters since.
  • 344 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q3 2026.

Based on Retirement Wealth Solutions's 13F filing for Q3 2026, filed 7 Oct 2026.