Wealthspire Advisors (New York)’s Mitsubishi UFJ Financial MUFG Stock Holding History

Wealthspire Advisors (New York)’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	–	Sell	-11,181	Closed	-$190K	–	1319
2026 Q1	$190K	Buy	+11,181	New	+$199K	﹤0.01%	875
2025 Q4	–	Sell	-453	Closed	-$7.22K	–	2196
2025 Q3	$7.22K	Buy	+453	New	+$6.71K	﹤0.01%	2184
2020 Q2	–	Sell	-16,832	Closed	-$62K	–	442
2020 Q1	$62K	Buy	16,832 +5,121	+44%	+$24.4K	﹤0.01%	533
2019 Q4	$64K	Buy	+11,711	New	+$61.8K	﹤0.01%	208
2019 Q1	–	Sell	-6,643	Closed	-$32K	–	527
2018 Q4	$32K	Buy	+6,643	New	+$37.6K	﹤0.01%	247

Other funds holding MUFG

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Chevy Chase Trust Bethesda, Maryland $38.8B AUM 41.35% 1-Year Est. Return

Wealthspire Advisors (New York)'s MUFG Position: Q2 2026 in Review

Wealthspire Advisors (New York) sold out of Mitsubishi UFJ Financial (MUFG) in Q2 2026, closing a stake of 11,181 shares — an estimated $190K sold.

Wealthspire Advisors (New York) first reported a position in MUFG in Q4 2018 and held it in 5 quarters. The position peaked at $190K in Q1 2026. 576 funds tracked by Wall St. Rank hold MUFG as of Q2 2026.

Wealthspire Advisors (New York) reported no remaining Mitsubishi UFJ Financial position as of Q2 2026 after selling out during the quarter.
Wealthspire Advisors (New York) sold 11,181 Mitsubishi UFJ Financial shares in Q2 2026, an estimated $190K.
Wealthspire Advisors (New York) first reported a position in Mitsubishi UFJ Financial in Q4 2018 and held it in 5 quarters.
Wealthspire Advisors (New York)'s Mitsubishi UFJ Financial position peaked at $190K in Q1 2026.
576 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.