Third View Private Wealth
MUFG icon

Third View Private Wealth’s Mitsubishi UFJ Financial MUFG Stock Holding History

Third View Private Wealth’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
Q3 		$519K Sell
22,479
-4,548
-17% -$103K 0.06% 172
2026
Q2 		$538K Sell
27,027
-6,585
-20% -$124K 0.07% 172
2026
Q1 		$570K Sell
33,612
-889
-3% -$15.8K 0.08% 159
2025
Q4 		$547K Buy
+34,501
New +$533K 0.07% 163

Other funds holding MUFG

Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Todd Asset Management
Todd Asset Management Louisville, Kentucky $5.51B AUM 33.77% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Crossmark Global Holdings
Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Savant Capital
Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

Third View Private Wealth's MUFG Position: Q3 2026 in Review

Third View Private Wealth reduced its Mitsubishi UFJ Financial (MUFG) stake by 17% in Q3 2026, selling an estimated $103K and leaving 22,479 shares worth $519K. The position accounts for 0.06% of the portfolio, ranked #172.

Third View Private Wealth first reported a position in MUFG in Q4 2025 and has held it in 4 quarters since. The position peaked at $570K in Q1 2026. 311 funds tracked by Wall St. Rank hold MUFG as of Q3 2026.

  • Third View Private Wealth held 22,479 shares of Mitsubishi UFJ Financial worth $519K as of Q3 2026.
  • Third View Private Wealth sold 4,548 Mitsubishi UFJ Financial shares in Q3 2026, an estimated $103K.
  • Mitsubishi UFJ Financial made up 0.06% of Third View Private Wealth's portfolio in Q3 2026, its #172 holding.
  • Third View Private Wealth first reported a position in Mitsubishi UFJ Financial in Q4 2025 and has held it in 4 quarters since.
  • Third View Private Wealth's Mitsubishi UFJ Financial position peaked at $570K in Q1 2026.
  • 311 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q3 2026.

Based on Third View Private Wealth's 13F filing for Q3 2026, filed 30 Oct 2026.