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

SHP 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 		$27.3K Buy
1,373
+579
+73% +$10.9K ﹤0.01% 701
2026
Q1 		$13.5K Buy
794
+133
+20% +$2.37K ﹤0.01% 830
2025
Q4 		$10.5K Buy
+661
New +$10.2K ﹤0.01% 820

Other funds holding MUFG

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
TAM
Todd Asset Management Louisville, Kentucky $5.63B AUM 45.28% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

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

SHP Wealth Management increased its Mitsubishi UFJ Financial (MUFG) stake by 73% in Q2 2026, buying an estimated $10.9K and bringing the position to 1,373 shares worth $27.3K. The position accounts for ﹤0.01% of the portfolio, ranked #701.

SHP Wealth Management first reported a position in MUFG in Q4 2025 and has held it in 3 quarters since. 364 funds tracked by Wall St. Rank hold MUFG as of Q2 2026.

  • SHP Wealth Management held 1,373 shares of Mitsubishi UFJ Financial worth $27.3K as of Q2 2026.
  • SHP Wealth Management bought 579 Mitsubishi UFJ Financial shares in Q2 2026, an estimated $10.9K.
  • Mitsubishi UFJ Financial made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #701 holding.
  • SHP Wealth Management first reported a position in Mitsubishi UFJ Financial in Q4 2025 and has held it in 3 quarters since.
  • 364 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.