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 Q2	$212K	Buy	10,637 +3,198	+43%	+$60.2K	0.05%	217
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 Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Chevy Chase Trust Bethesda, Maryland $38.8B AUM 41.35% 1-Year Est. Return

Twin Peaks Wealth Advisors's MUFG Position: Q2 2026 in Review

Twin Peaks Wealth Advisors increased its Mitsubishi UFJ Financial (MUFG) stake by 43% in Q2 2026, buying an estimated $60.2K and bringing the position to 10,637 shares worth $212K. The position accounts for 0.05% of the portfolio, ranked #217.

Twin Peaks Wealth Advisors first reported a position in MUFG in Q2 2025 and has held it in 3 quarters since. 576 funds tracked by Wall St. Rank hold MUFG as of Q2 2026.

Twin Peaks Wealth Advisors held 10,637 shares of Mitsubishi UFJ Financial worth $212K as of Q2 2026.
Twin Peaks Wealth Advisors bought 3,198 Mitsubishi UFJ Financial shares in Q2 2026, an estimated $60.2K.
Mitsubishi UFJ Financial made up 0.05% of Twin Peaks Wealth Advisors's portfolio in Q2 2026, its #217 holding.
Twin Peaks Wealth Advisors first reported a position in Mitsubishi UFJ Financial in Q2 2025 and has held it in 3 quarters since.
576 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.