WAG
MUFG icon

Wallace Advisory Group’s Mitsubishi UFJ Financial MUFG Stock Holding History

Wallace Advisory Group’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 		$201K Sell
10,081
-646
-6% -$12.2K 0.19% 131
2026
Q1 		$182K Buy
10,727
+186
+2% +$3.31K 0.19% 122
2025
Q4 		$167K Sell
10,541
-5,512
-34% -$85.2K 0.18% 127
2025
Q3 		$220K Sell
16,053
-3,506
-18% -$51.9K 0.18% 154
2025
Q2 		$267K Buy
19,559
+3,040
+18% +$39.3K 0.19% 148
2025
Q1 		$194K Buy
16,519
+4,879
+42% +$62.8K 0.13% 180
2024
Q4 		$118K Sell
11,640
-528
-4% -$5.94K 0.08% 178
2024
Q3 		$131K Hold
12,168
– – 0.1% 170
2024
Q2 		$131K Sell
12,168
-32
-0.3% -$325 0.09% 171
2024
Q1 		$105K Hold
12,200
– – 0.08% 168
2023
Q4 		$104K Sell
12,200
-760
-6% -$6.41K 0.08% 159
2023
Q3 		$95.5K Sell
12,960
-437
-3% -$3.49K 0.07% 168
2023
Q2 		$85.6K Hold
13,397
– – 0.07% 166
2023
Q1 		$85.6K Buy
13,397
+4
+0% +$28 0.07% 166
2022
Q4 		$89.3K Buy
+13,393
New +$69.3K 0.07% 151

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

Wallace Advisory Group's MUFG Position: Q2 2026 in Review

Wallace Advisory Group reduced its Mitsubishi UFJ Financial (MUFG) stake by 6% in Q2 2026, selling an estimated $12.2K and leaving 10,081 shares worth $201K. The position accounts for 0.19% of the portfolio, ranked #131.

Wallace Advisory Group first reported a position in MUFG in Q4 2022 and has held it in 15 quarters since. The position peaked at $267K in Q2 2025. 576 funds tracked by Wall St. Rank hold MUFG as of Q2 2026.

  • Wallace Advisory Group held 10,081 shares of Mitsubishi UFJ Financial worth $201K as of Q2 2026.
  • Wallace Advisory Group sold 646 Mitsubishi UFJ Financial shares in Q2 2026, an estimated $12.2K.
  • Mitsubishi UFJ Financial made up 0.19% of Wallace Advisory Group's portfolio in Q2 2026, its #131 holding.
  • Wallace Advisory Group first reported a position in Mitsubishi UFJ Financial in Q4 2022 and has held it in 15 quarters since.
  • Wallace Advisory Group's Mitsubishi UFJ Financial position peaked at $267K in Q2 2025.
  • 576 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q2 2026.

Based on Wallace Advisory Group's 13F filing for Q2 2026, filed 3 Aug 2026.