True Wealth Design
MUFG icon

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
Q3 		$123K Buy
5,337
+452
+9% +$10.2K 0.03% 221
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

TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Crossmark Global Holdings
Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return
Boston Common Asset Management
Boston Common Asset Management Boston, Massachusetts $1.72B AUM 26.04% 1-Year Est. Return
Guardian Partners
Guardian Partners Toronto, Canada $1.13B AUM 28.37% 1-Year Est. Return
Moran Wealth Management
Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return
Quadrant Capital Group
Quadrant Capital Group Cincinnati, Ohio $3.7B AUM 33.76% 1-Year Est. Return
Augustine Asset Management
Augustine Asset Management Jacksonville, Florida $464M AUM 16.89% 1-Year Est. Return
Henry James International Management
Henry James International Management New York $330M AUM 35.5% 1-Year Est. Return
SignatureFD
SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

True Wealth Design's MUFG Position: Q3 2026 in Review

True Wealth Design increased its Mitsubishi UFJ Financial (MUFG) stake by 9.3% in Q3 2026, buying an estimated $10.2K and bringing the position to 5,337 shares worth $123K. The position accounts for 0.03% of the portfolio, ranked #221.

True Wealth Design first reported a position in MUFG in Q3 2025 and has held it in 5 quarters since. 137 funds tracked by Wall St. Rank hold MUFG as of Q3 2026.

  • True Wealth Design held 5,337 shares of Mitsubishi UFJ Financial worth $123K as of Q3 2026.
  • True Wealth Design bought 452 Mitsubishi UFJ Financial shares in Q3 2026, an estimated $10.2K.
  • Mitsubishi UFJ Financial made up 0.03% of True Wealth Design's portfolio in Q3 2026, its #221 holding.
  • True Wealth Design first reported a position in Mitsubishi UFJ Financial in Q3 2025 and has held it in 5 quarters since.
  • 137 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.