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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
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 $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
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
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Third View Private Wealth's MUFG Position: Q2 2026 in Review

Third View Private Wealth reduced its Mitsubishi UFJ Financial (MUFG) stake by 20% in Q2 2026, selling an estimated $124K and leaving 27,027 shares worth $538K. The position accounts for 0.07% of the portfolio, ranked #172.

Third View Private Wealth first reported a position in MUFG in Q4 2025 and has held it in 3 quarters since. The position peaked at $570K in Q1 2026. 332 funds tracked by Wall St. Rank hold MUFG as of Q2 2026.

  • Third View Private Wealth held 27,027 shares of Mitsubishi UFJ Financial worth $538K as of Q2 2026.
  • Third View Private Wealth sold 6,585 Mitsubishi UFJ Financial shares in Q2 2026, an estimated $124K.
  • Mitsubishi UFJ Financial made up 0.07% of Third View Private Wealth's portfolio in Q2 2026, its #172 holding.
  • Third View Private Wealth first reported a position in Mitsubishi UFJ Financial in Q4 2025 and has held it in 3 quarters since.
  • Third View Private Wealth's Mitsubishi UFJ Financial position peaked at $570K in Q1 2026.
  • 332 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q2 2026.

Based on Third View Private Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.