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True Wealth Design’s Mitsubishi UFJ Financial MUFG Stock Holding History

True Wealth Design’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 		$97.2K Buy
4,885
+396
+9% +$7.46K 0.02% 265
2026
Q1 		$76.2K Buy
4,489
+1,287
+40% +$22.9K 0.02% 281
2025
Q4 		$50.8K Buy
3,202
+102
+3% +$1.58K 0.01% 327
2025
Q3 		$49.4K Buy
+3,100
New +$45.9K 0.02% 314

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

True Wealth Design's MUFG Position: Q2 2026 in Review

True Wealth Design increased its Mitsubishi UFJ Financial (MUFG) stake by 8.8% in Q2 2026, buying an estimated $7.46K and bringing the position to 4,885 shares worth $97.2K. The position accounts for 0.02% of the portfolio, ranked #265.

True Wealth Design first reported a position in MUFG in Q3 2025 and has held it in 4 quarters since. 576 funds tracked by Wall St. Rank hold MUFG as of Q2 2026.

  • True Wealth Design held 4,885 shares of Mitsubishi UFJ Financial worth $97.2K as of Q2 2026.
  • True Wealth Design bought 396 Mitsubishi UFJ Financial shares in Q2 2026, an estimated $7.46K.
  • Mitsubishi UFJ Financial made up 0.02% of True Wealth Design's portfolio in Q2 2026, its #265 holding.
  • True Wealth Design first reported a position in Mitsubishi UFJ Financial in Q3 2025 and has held it in 4 quarters since.
  • 576 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.