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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
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 $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

Wealth Alliance's MUFG Position: Q1 2026 in Review

Wealth Alliance reduced its Mitsubishi UFJ Financial (MUFG) stake by 0.56% in Q1 2026, selling an estimated $6.71K and leaving 67,034 shares worth $1.14M. The position accounts for 0.11% of the portfolio, ranked #167.

Wealth Alliance first reported a position in MUFG in Q3 2021 and has held it in 9 quarters since. 537 funds tracked by Wall St. Rank hold MUFG as of Q1 2026.

  • Wealth Alliance held 67,034 shares of Mitsubishi UFJ Financial worth $1.14M as of Q1 2026.
  • Wealth Alliance sold 377 Mitsubishi UFJ Financial shares in Q1 2026, an estimated $6.71K.
  • Mitsubishi UFJ Financial made up 0.11% of Wealth Alliance's portfolio in Q1 2026, its #167 holding.
  • Wealth Alliance first reported a position in Mitsubishi UFJ Financial in Q3 2021 and has held it in 9 quarters since.
  • 537 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q1 2026.

Based on Wealth Alliance's 13F filing for Q1 2026, filed 14 May 2026.