Sagespring Wealth Partners’s Mitsubishi UFJ Financial MUFG Stock Holding History

Sagespring Wealth Partners’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 Q1	$851K	Buy	50,128 +3,135	+7%	+$55.8K	0.02%	362
2025 Q4	$745K	Sell	46,993 -841	-2%	-$13K	0.01%	369
2025 Q3	$762K	Sell	47,834 -4,343	-8%	-$64.3K	0.01%	354
2025 Q2	$716K	Buy	52,177 +12,584	+32%	+$163K	0.02%	357
2025 Q1	$540K	Buy	39,593 +12,423	+46%	+$160K	0.01%	369
2024 Q4	$318K	Buy	+27,170	New	+$305K	0.01%	462

Other funds holding MUFG

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Sagespring Wealth Partners's MUFG Position: Q1 2026 in Review

Sagespring Wealth Partners increased its Mitsubishi UFJ Financial (MUFG) stake by 6.7% in Q1 2026, buying an estimated $55.8K and bringing the position to 50,128 shares worth $851K. The position accounts for 0.02% of the portfolio, ranked #362.

Sagespring Wealth Partners first reported a position in MUFG in Q4 2024 and has held it in 6 quarters since. 537 funds tracked by Wall St. Rank hold MUFG as of Q1 2026.

Sagespring Wealth Partners held 50,128 shares of Mitsubishi UFJ Financial worth $851K as of Q1 2026.
Sagespring Wealth Partners bought 3,135 Mitsubishi UFJ Financial shares in Q1 2026, an estimated $55.8K.
Mitsubishi UFJ Financial made up 0.02% of Sagespring Wealth Partners's portfolio in Q1 2026, its #362 holding.
Sagespring Wealth Partners first reported a position in Mitsubishi UFJ Financial in Q4 2024 and has held it in 6 quarters since.
537 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q1 2026.

Based on Sagespring Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.