U.S. Capital Wealth Advisors’s Mitsubishi UFJ Financial MUFG Stock Holding History

U.S. Capital 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	$227K	Sell	13,376 -554	-4%	-$9.86K	0.01%	909
2025 Q4	$221K	Buy	13,930 +691	+5%	+$10.7K	0.01%	900
2025 Q3	$211K	Buy	13,239 +1,058	+9%	+$15.7K	0.01%	885
2025 Q2	$167K	Buy	+12,181	New	+$158K	﹤0.01%	851

Other funds holding MUFG

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

U.S. Capital Wealth Advisors's MUFG Position: Q1 2026 in Review

U.S. Capital Wealth Advisors reduced its Mitsubishi UFJ Financial (MUFG) stake by 4% in Q1 2026, selling an estimated $9.86K and leaving 13,376 shares worth $227K. The position accounts for 0.01% of the portfolio, ranked #909.

U.S. Capital Wealth Advisors first reported a position in MUFG in Q2 2025 and has held it in 4 quarters since. 537 funds tracked by Wall St. Rank hold MUFG as of Q1 2026.

U.S. Capital Wealth Advisors held 13,376 shares of Mitsubishi UFJ Financial worth $227K as of Q1 2026.
U.S. Capital Wealth Advisors sold 554 Mitsubishi UFJ Financial shares in Q1 2026, an estimated $9.86K.
Mitsubishi UFJ Financial made up 0.01% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #909 holding.
U.S. Capital Wealth Advisors first reported a position in Mitsubishi UFJ Financial in Q2 2025 and has held it in 4 quarters since.
537 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.