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
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 $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

Wallace Advisory Group's MUFG Position: Q1 2026 in Review

Wallace Advisory Group increased its Mitsubishi UFJ Financial (MUFG) stake by 1.8% in Q1 2026, buying an estimated $3.31K and bringing the position to 10,727 shares worth $182K. The position accounts for 0.19% of the portfolio, ranked #122.

Wallace Advisory Group first reported a position in MUFG in Q4 2022 and has held it in 14 quarters since. The position peaked at $267K in Q2 2025. 537 funds tracked by Wall St. Rank hold MUFG as of Q1 2026.

  • Wallace Advisory Group held 10,727 shares of Mitsubishi UFJ Financial worth $182K as of Q1 2026.
  • Wallace Advisory Group bought 186 Mitsubishi UFJ Financial shares in Q1 2026, an estimated $3.31K.
  • Mitsubishi UFJ Financial made up 0.19% of Wallace Advisory Group's portfolio in Q1 2026, its #122 holding.
  • Wallace Advisory Group first reported a position in Mitsubishi UFJ Financial in Q4 2022 and has held it in 14 quarters since.
  • Wallace Advisory Group's Mitsubishi UFJ Financial position peaked at $267K in Q2 2025.
  • 537 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q1 2026.

Based on Wallace Advisory Group's 13F filing for Q1 2026, filed 21 Apr 2026.