Riversedge Advisors’s Mitsubishi UFJ Financial MUFG Stock Holding History

Riversedge Advisors’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	$675K	Buy	29,250 +2,340	+9%	+$52.8K	0.08%	104
2026 Q2	$535K	Buy	26,910 +6,388	+31%	+$120K	0.07%	110
2026 Q1	$348K	Buy	20,522 +646	+3%	+$11.5K	0.06%	122
2025 Q4	$315K	Buy	19,876 +1,078	+6%	+$16.7K	0.05%	133
2025 Q3	$300K	Buy	18,798 +2,725	+17%	+$40.3K	0.05%	125
2025 Q2	$221K	Buy	16,073 +1,832	+13%	+$23.7K	0.04%	114
2025 Q1	$194K	Buy	14,241 +2,176	+18%	+$28K	0.04%	112
2024 Q4	$141K	Buy	+12,065	New	+$136K	0.03%	95

Other funds holding MUFG

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Todd Asset Management Louisville, Kentucky $5.51B AUM 33.77% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return

Teachers Retirement System of the State of Kentucky Frankfort, Kentucky $14.7B AUM 33.6% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Riversedge Advisors's MUFG Position: Q3 2026 in Review

Riversedge Advisors increased its Mitsubishi UFJ Financial (MUFG) stake by 8.7% in Q3 2026, buying an estimated $52.8K and bringing the position to 29,250 shares worth $675K. The position accounts for 0.08% of the portfolio, ranked #104.

Riversedge Advisors first reported a position in MUFG in Q4 2024 and has held it in 8 quarters since. 374 funds tracked by Wall St. Rank hold MUFG as of Q3 2026.

Riversedge Advisors held 29,250 shares of Mitsubishi UFJ Financial worth $675K as of Q3 2026.
Riversedge Advisors bought 2,340 Mitsubishi UFJ Financial shares in Q3 2026, an estimated $52.8K.
Mitsubishi UFJ Financial made up 0.08% of Riversedge Advisors's portfolio in Q3 2026, its #104 holding.
Riversedge Advisors first reported a position in Mitsubishi UFJ Financial in Q4 2024 and has held it in 8 quarters since.
374 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q3 2026.

Based on Riversedge Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.