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Wealth Alliance’s Mitsubishi UFJ Financial MUFG Stock Holding History

Wealth Alliance’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 		$1.18M Sell
59,536
-7,498
-11% -$141K 0.1% 173
2026
Q1 		$1.14M Sell
67,034
-377
-0.6% -$6.71K 0.11% 167
2025
Q4 		$1.07M Buy
67,411
+5,877
+10% +$90.9K 0.1% 173
2025
Q3 		$981K Sell
61,534
-1,802
-3% -$26.7K 0.1% 180
2025
Q2 		$869K Buy
63,336
+175
+0.3% +$2.26K 0.1% 190
2025
Q1 		$861K Buy
63,161
+16,265
+35% +$210K 0.1% 179
2024
Q4 		$550K Buy
46,896
+16,933
+57% +$190K 0.07% 240
2024
Q3 		$305K Buy
+29,963
New +$316K 0.04% 392
2022
Q1 		– Sell
-11,212
Closed -$61K – 470
2021
Q4 		$61K Buy
11,212
+442
+4% +$2.49K 0.01% 443
2021
Q3 		$64K Buy
+10,770
New +$59.8K 0.01% 426

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

Wealth Alliance's MUFG Position: Q2 2026 in Review

Wealth Alliance reduced its Mitsubishi UFJ Financial (MUFG) stake by 11% in Q2 2026, selling an estimated $141K and leaving 59,536 shares worth $1.18M. The position accounts for 0.1% of the portfolio, ranked #173.

Wealth Alliance first reported a position in MUFG in Q3 2021 and has held it in 10 quarters since. 576 funds tracked by Wall St. Rank hold MUFG as of Q2 2026.

  • Wealth Alliance held 59,536 shares of Mitsubishi UFJ Financial worth $1.18M as of Q2 2026.
  • Wealth Alliance sold 7,498 Mitsubishi UFJ Financial shares in Q2 2026, an estimated $141K.
  • Mitsubishi UFJ Financial made up 0.1% of Wealth Alliance's portfolio in Q2 2026, its #173 holding.
  • Wealth Alliance first reported a position in Mitsubishi UFJ Financial in Q3 2021 and has held it in 10 quarters since.
  • 576 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q2 2026.

Based on Wealth Alliance's 13F filing for Q2 2026, filed 11 Aug 2026.