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Twin Peaks Wealth Advisors’s Mitsubishi UFJ Financial MUFG Stock Holding History

Twin Peaks Wealth 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 		$126K Buy
+7,439
New +$132K 0.03% 241
2025
Q3 		– Sell
-3,927
Closed -$59.3K – 1391
2025
Q2 		$59.3K Buy
+3,927
New +$50.8K 0.02% 315

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

Twin Peaks Wealth Advisors's MUFG Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in Mitsubishi UFJ Financial (MUFG) in Q1 2026: 7,439 shares worth $126K. The stake represents 0.03% of the portfolio and ranks #241 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in MUFG as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in MUFG in Q2 2025 and has held it in 2 quarters since. 537 funds tracked by Wall St. Rank hold MUFG as of Q1 2026.

  • Twin Peaks Wealth Advisors held 7,439 shares of Mitsubishi UFJ Financial worth $126K as of Q1 2026.
  • Mitsubishi UFJ Financial was a new Twin Peaks Wealth Advisors position in Q1 2026.
  • Mitsubishi UFJ Financial made up 0.03% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #241 holding.
  • Twin Peaks Wealth Advisors first reported a position in Mitsubishi UFJ Financial in Q2 2025 and has held it in 2 quarters since.
  • 537 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.