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Summit Trail Advisors’s Mitsubishi UFJ Financial MUFG Stock Holding History

Summit Trail Advisors’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 		$886K Buy
52,186
+28,763
+123% +$512K 0.01% 986
2025
Q4 		$371K Sell
23,423
-13,632
-37% -$211K 0.01% 1166
2025
Q3 		$591K Buy
37,055
+169
+0.5% +$2.5K 0.01% 1027
2025
Q2 		$516K Buy
+36,886
New +$477K 0.01% 727
2024
Q4 		– Sell
-38,689
Closed -$394K – 630
2024
Q3 		$394K Buy
38,689
+9,773
+34% +$103K 0.01% 460
2024
Q2 		$313K Buy
+28,916
New +$293K 0.01% 479
2018
Q2 		– Sell
-23,281
Closed -$150K – 598
2018
Q1 		$150K Buy
23,281
+804
+4% +$5.86K 0.03% 387
2017
Q4 		$178K Buy
+22,477
New +$153K 0.02% 463

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

Summit Trail Advisors's MUFG Position: Q1 2026 in Review

Summit Trail Advisors increased its Mitsubishi UFJ Financial (MUFG) stake by 123% in Q1 2026, buying an estimated $512K and bringing the position to 52,186 shares worth $886K. The position accounts for 0.01% of the portfolio, ranked #986.

Summit Trail Advisors first reported a position in MUFG in Q4 2017 and has held it in 8 quarters since. 537 funds tracked by Wall St. Rank hold MUFG as of Q1 2026.

  • Summit Trail Advisors held 52,186 shares of Mitsubishi UFJ Financial worth $886K as of Q1 2026.
  • Summit Trail Advisors bought 28,763 Mitsubishi UFJ Financial shares in Q1 2026, an estimated $512K.
  • Mitsubishi UFJ Financial made up 0.01% of Summit Trail Advisors's portfolio in Q1 2026, its #986 holding.
  • Summit Trail Advisors first reported a position in Mitsubishi UFJ Financial in Q4 2017 and has held it in 8 quarters since.
  • 537 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q1 2026.

Based on Summit Trail Advisors's 13F filing for Q1 2026, filed 12 May 2026.