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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
Q2 		$1.01M Buy
50,964
+836
+2% +$15.7K 0.02% 349
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
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

Sagespring Wealth Partners's MUFG Position: Q2 2026 in Review

Sagespring Wealth Partners increased its Mitsubishi UFJ Financial (MUFG) stake by 1.7% in Q2 2026, buying an estimated $15.7K and bringing the position to 50,964 shares worth $1.01M. The position accounts for 0.02% of the portfolio, ranked #349.

Sagespring Wealth Partners first reported a position in MUFG in Q4 2024 and has held it in 7 quarters since. 576 funds tracked by Wall St. Rank hold MUFG as of Q2 2026.

  • Sagespring Wealth Partners held 50,964 shares of Mitsubishi UFJ Financial worth $1.01M as of Q2 2026.
  • Sagespring Wealth Partners bought 836 Mitsubishi UFJ Financial shares in Q2 2026, an estimated $15.7K.
  • Mitsubishi UFJ Financial made up 0.02% of Sagespring Wealth Partners's portfolio in Q2 2026, its #349 holding.
  • Sagespring Wealth Partners first reported a position in Mitsubishi UFJ Financial in Q4 2024 and has held it in 7 quarters since.
  • 576 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q2 2026.

Based on Sagespring Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.