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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
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 $295B AUM 31.6% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Stratos Wealth Partners sold out of Mitsubishi UFJ Financial (MUFG) in Q1 2026, closing a stake of 10,223 shares — an estimated $162K sold.

Stratos Wealth Partners first reported a position in MUFG in Q2 2017 and held it in 16 quarters. The position peaked at $296K in Q1 2018. 537 funds tracked by Wall St. Rank hold MUFG as of Q1 2026.

  • Stratos Wealth Partners reported no remaining Mitsubishi UFJ Financial position as of Q1 2026 after selling out during the quarter.
  • Stratos Wealth Partners sold 10,223 Mitsubishi UFJ Financial shares in Q1 2026, an estimated $162K.
  • Stratos Wealth Partners first reported a position in Mitsubishi UFJ Financial in Q2 2017 and held it in 16 quarters.
  • Stratos Wealth Partners's Mitsubishi UFJ Financial position peaked at $296K in Q1 2018.
  • 537 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q1 2026.

Based on Stratos Wealth Partners's 13F filing for Q1 2026, filed 28 Apr 2026.