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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
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 $336B AUM 34.66% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Chevy Chase Trust
Chevy Chase Trust Bethesda, Maryland $38.8B AUM 41.35% 1-Year Est. Return

Ritholtz Wealth Management's MUFG Position: Q2 2026 in Review

Ritholtz Wealth Management increased its Mitsubishi UFJ Financial (MUFG) stake by 4.6% in Q2 2026, buying an estimated $244K and bringing the position to 294,071 shares worth $5.85M. The position accounts for 0.09% of the portfolio, ranked #151.

Ritholtz Wealth Management first reported a position in MUFG in Q1 2020 and has held it in 26 quarters since. 576 funds tracked by Wall St. Rank hold MUFG as of Q2 2026.

  • Ritholtz Wealth Management held 294,071 shares of Mitsubishi UFJ Financial worth $5.85M as of Q2 2026.
  • Ritholtz Wealth Management bought 12,957 Mitsubishi UFJ Financial shares in Q2 2026, an estimated $244K.
  • Mitsubishi UFJ Financial made up 0.09% of Ritholtz Wealth Management's portfolio in Q2 2026, its #151 holding.
  • Ritholtz Wealth Management first reported a position in Mitsubishi UFJ Financial in Q1 2020 and has held it in 26 quarters since.
  • 576 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q2 2026.

Based on Ritholtz Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.