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Waverly Advisors’s Mitsubishi UFJ Financial MUFG Stock Holding History

Waverly 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 		$491K Sell
28,926
-2,986
-9% -$53.1K ﹤0.01% 1097
2025
Q4 		$506K Buy
31,912
+13,542
+74% +$209K ﹤0.01% 1008
2025
Q3 		$293K Sell
18,370
-285
-2% -$4.22K ﹤0.01% 1051
2025
Q2 		$256K Buy
18,655
+3,365
+22% +$43.5K ﹤0.01% 1031
2025
Q1 		$208K Buy
15,290
+2,358
+18% +$30.4K ﹤0.01% 1042
2024
Q4 		$152K Buy
+12,932
New +$145K ﹤0.01% 950
2014
Q1 		– Sell
-1,546
Closed -$10K – 790
2013
Q4 		$10K Hold
1,546
– – ﹤0.01% 557
2013
Q3 		$10K Buy
+1,546
New +$9.83K 0.01% 439

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

Waverly Advisors's MUFG Position: Q1 2026 in Review

Waverly Advisors reduced its Mitsubishi UFJ Financial (MUFG) stake by 9.4% in Q1 2026, selling an estimated $53.1K and leaving 28,926 shares worth $491K. The position accounts for ﹤0.01% of the portfolio, ranked #1097.

Waverly Advisors first reported a position in MUFG in Q3 2013 and has held it in 8 quarters since. The position peaked at $506K in Q4 2025. 537 funds tracked by Wall St. Rank hold MUFG as of Q1 2026.

  • Waverly Advisors held 28,926 shares of Mitsubishi UFJ Financial worth $491K as of Q1 2026.
  • Waverly Advisors sold 2,986 Mitsubishi UFJ Financial shares in Q1 2026, an estimated $53.1K.
  • Mitsubishi UFJ Financial made up ﹤0.01% of Waverly Advisors's portfolio in Q1 2026, its #1097 holding.
  • Waverly Advisors first reported a position in Mitsubishi UFJ Financial in Q3 2013 and has held it in 8 quarters since.
  • Waverly Advisors's Mitsubishi UFJ Financial position peaked at $506K in Q4 2025.
  • 537 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.