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

Ritholtz 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
Q3 		$7.09M Buy
307,353
+13,282
+5% +$300K 0.1% 134
2026
Q2 		$5.85M Buy
294,071
+12,957
+5% +$244K 0.09% 151
2026
Q1 		$4.77M Buy
281,114
+18,653
+7% +$332K 0.08% 174
2025
Q4 		$4.16M Buy
262,461
+7,648
+3% +$118K 0.08% 181
2025
Q3 		$4.06M Buy
254,813
+64,194
+34% +$950K 0.08% 167
2025
Q2 		$2.62M Sell
190,619
-6,609
-3% -$85.5K 0.06% 231
2025
Q1 		$2.69M Sell
197,228
-22,602
-10% -$291K 0.08% 183
2024
Q4 		$2.58M Sell
219,830
-16,638
-7% -$187K 0.08% 181
2024
Q3 		$2.41M Buy
236,468
+29,637
+14% +$313K 0.07% 189
2024
Q2 		$2.23M Buy
206,831
+67,036
+48% +$680K 0.07% 181
2024
Q1 		$1.43M Buy
139,795
+10,781
+8% +$104K 0.05% 266
2023
Q4 		$1.11M Buy
129,014
+12,702
+11% +$107K 0.04% 290
2023
Q3 		$987K Buy
116,312
+22,263
+24% +$178K 0.04% 283
2023
Q2 		$693K Buy
94,049
+15,569
+20% +$104K 0.03% 359
2023
Q1 		$501K Buy
78,480
+27,369
+54% +$192K 0.03% 402
2022
Q4 		$341K Buy
51,111
+14,062
+38% +$72.8K 0.02% 436
2022
Q3 		$167K Sell
37,049
-23,857
-39% -$124K 0.01% 670
2022
Q2 		$325K Sell
60,906
-22,348
-27% -$129K 0.02% 404
2022
Q1 		$515K Buy
83,254
+25,947
+45% +$161K 0.03% 303
2021
Q4 		$313K Buy
57,307
+7,162
+14% +$40.3K 0.02% 404
2021
Q3 		$297K Buy
50,145
+3,392
+7% +$18.8K 0.02% 371
2021
Q2 		$253K Buy
46,753
+11,975
+34% +$66.6K 0.02% 405
2021
Q1 		$187K Buy
34,778
+14,389
+71% +$74.2K 0.02% 410
2020
Q4 		$90K Buy
20,389
+1,511
+8% +$6.42K 0.01% 366
2020
Q3 		$76K Sell
18,878
-7,879
-29% -$31.8K 0.01% 300
2020
Q2 		$105K Buy
26,757
+15,538
+138% +$61.5K 0.01% 261
2020
Q1 		$41K Buy
+11,219
New +$53.5K 0.01% 170

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
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 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
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Ritholtz Wealth Management's MUFG Position: Q3 2026 in Review

Ritholtz Wealth Management increased its Mitsubishi UFJ Financial (MUFG) stake by 4.5% in Q3 2026, buying an estimated $300K and bringing the position to 307,353 shares worth $7.09M. The position accounts for 0.1% of the portfolio, ranked #134.

Ritholtz Wealth Management first reported a position in MUFG in Q1 2020 and has held it in 27 quarters since. 374 funds tracked by Wall St. Rank hold MUFG as of Q3 2026.

  • Ritholtz Wealth Management held 307,353 shares of Mitsubishi UFJ Financial worth $7.09M as of Q3 2026.
  • Ritholtz Wealth Management bought 13,282 Mitsubishi UFJ Financial shares in Q3 2026, an estimated $300K.
  • Mitsubishi UFJ Financial made up 0.1% of Ritholtz Wealth Management's portfolio in Q3 2026, its #134 holding.
  • Ritholtz Wealth Management first reported a position in Mitsubishi UFJ Financial in Q1 2020 and has held it in 27 quarters since.
  • 374 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q3 2026.

Based on Ritholtz Wealth Management's 13F filing for Q3 2026, filed 5 Nov 2026.