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

Stratos 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 		$203K Buy
+10,204
New +$192K ﹤0.01% 1617
2026
Q1 		– Sell
-10,223
Closed -$162K – 1671
2025
Q4 		$162K Sell
10,223
-1,015
-9% -$15.7K ﹤0.01% 1527
2025
Q3 		$179K Buy
+11,238
New +$166K ﹤0.01% 1489
2025
Q1 		– Sell
-16,700
Closed -$196K – 1467
2024
Q4 		$196K Buy
16,700
+1,192
+8% +$13.4K ﹤0.01% 1356
2024
Q3 		$158K Sell
15,508
-437
-3% -$4.61K ﹤0.01% 1363
2024
Q2 		$172K Sell
15,945
-418
-3% -$4.24K ﹤0.01% 1286
2024
Q1 		$167K Sell
16,363
-14,922
-48% -$144K ﹤0.01% 1300
2023
Q4 		$269K Buy
31,285
+16,873
+117% +$142K 0.01% 1132
2023
Q3 		$122K Buy
14,412
+1,524
+12% +$12.2K ﹤0.01% 1219
2023
Q2 		$95K Buy
12,888
+1,314
+11% +$8.75K ﹤0.01% 1150
2023
Q1 		$74K Sell
11,574
-187
-2% -$1.31K ﹤0.01% 1097
2022
Q4 		$78.4K Buy
11,761
+1,164
+11% +$6.02K ﹤0.01% 1104
2022
Q3 		$48K Buy
+10,597
New +$55.2K ﹤0.01% 1096
2018
Q2 		– Sell
-44,638
Closed -$296K – 1978
2018
Q1 		$296K Buy
44,638
+40,193
+904% +$293K 0.01% 728
2017
Q4 		$32K Sell
4,445
-23,449
-84% -$160K ﹤0.01% 1732
2017
Q3 		$180K Buy
27,894
+13,746
+97% +$86.8K 0.01% 864
2017
Q2 		$96K Buy
+14,148
New +$90.1K 0.01% 808

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

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

Stratos Wealth Partners opened a new position in Mitsubishi UFJ Financial (MUFG) in Q2 2026: 10,204 shares worth $203K. The stake represents ﹤0.01% of the portfolio and ranks #1617 among its holdings. This is a return to the name: Stratos Wealth Partners previously reported a position in MUFG as recently as Q4 2025.

Stratos Wealth Partners first reported a position in MUFG in Q2 2017 and has held it in 17 quarters since. The position peaked at $296K in Q1 2018. 576 funds tracked by Wall St. Rank hold MUFG as of Q2 2026.

  • Stratos Wealth Partners held 10,204 shares of Mitsubishi UFJ Financial worth $203K as of Q2 2026.
  • Mitsubishi UFJ Financial was a new Stratos Wealth Partners position in Q2 2026.
  • Mitsubishi UFJ Financial made up ﹤0.01% of Stratos Wealth Partners's portfolio in Q2 2026, its #1617 holding.
  • Stratos Wealth Partners first reported a position in Mitsubishi UFJ Financial in Q2 2017 and has held it in 17 quarters since.
  • Stratos Wealth Partners's Mitsubishi UFJ Financial position peaked at $296K in Q1 2018.
  • 576 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q2 2026.

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