WCFA
MUFG icon

Walkner Condon Financial Advisors’s Mitsubishi UFJ Financial MUFG Stock Holding History

Walkner Condon Financial 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 		$461K Buy
23,184
+1,506
+7% +$28.4K 0.05% 200
2026
Q1 		$368K Buy
21,678
+4,180
+24% +$74.4K 0.05% 211
2025
Q4 		$278K Buy
17,498
+1,478
+9% +$22.9K 0.04% 249
2025
Q3 		$255K Buy
16,020
+1,210
+8% +$17.9K 0.04% 251
2025
Q2 		$203K Buy
14,810
+1,342
+10% +$17.4K 0.04% 271
2025
Q1 		$184K Sell
13,468
-158
-1% -$2.04K 0.04% 264
2024
Q4 		$160K Buy
13,626
+288
+2% +$3.24K 0.03% 275
2024
Q3 		$136K Sell
13,338
-269
-2% -$2.84K 0.03% 263
2024
Q2 		$146K Sell
13,607
-27
-0.2% -$274 0.03% 252
2024
Q1 		$140K Buy
13,634
+490
+4% +$4.74K 0.03% 265
2023
Q4 		$113K Buy
13,144
+142
+1% +$1.2K 0.03% 262
2023
Q3 		$110K Buy
13,002
+1,136
+10% +$9.06K 0.03% 238
2023
Q2 		$87.5K Buy
+11,866
New +$79K 0.02% 237

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

Walkner Condon Financial Advisors's MUFG Position: Q2 2026 in Review

Walkner Condon Financial Advisors increased its Mitsubishi UFJ Financial (MUFG) stake by 6.9% in Q2 2026, buying an estimated $28.4K and bringing the position to 23,184 shares worth $461K. The position accounts for 0.05% of the portfolio, ranked #200.

Walkner Condon Financial Advisors first reported a position in MUFG in Q2 2023 and has held it in 13 quarters since. 572 funds tracked by Wall St. Rank hold MUFG as of Q2 2026.

  • Walkner Condon Financial Advisors held 23,184 shares of Mitsubishi UFJ Financial worth $461K as of Q2 2026.
  • Walkner Condon Financial Advisors bought 1,506 Mitsubishi UFJ Financial shares in Q2 2026, an estimated $28.4K.
  • Mitsubishi UFJ Financial made up 0.05% of Walkner Condon Financial Advisors's portfolio in Q2 2026, its #200 holding.
  • Walkner Condon Financial Advisors first reported a position in Mitsubishi UFJ Financial in Q2 2023 and has held it in 13 quarters since.
  • 572 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q2 2026.

Based on Walkner Condon Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.