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 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 $47.8B AUM 13.38% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wealthspire Advisors (New York)'s MUFG Position: Q1 2026 in Review

Wealthspire Advisors (New York) opened a new position in Mitsubishi UFJ Financial (MUFG) in Q1 2026: 11,181 shares worth $190K. The stake represents ﹤0.01% of the portfolio and ranks #875 among its holdings. This is a return to the name: Wealthspire Advisors (New York) previously reported a position in MUFG as recently as Q3 2025.

Wealthspire Advisors (New York) first reported a position in MUFG in Q4 2018 and has held it in 5 quarters since. 538 funds tracked by Wall St. Rank hold MUFG as of Q1 2026.

Wealthspire Advisors (New York) held 11,181 shares of Mitsubishi UFJ Financial worth $190K as of Q1 2026.
Mitsubishi UFJ Financial was a new Wealthspire Advisors (New York) position in Q1 2026.
Mitsubishi UFJ Financial made up ﹤0.01% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #875 holding.
Wealthspire Advisors (New York) first reported a position in Mitsubishi UFJ Financial in Q4 2018 and has held it in 5 quarters since.
538 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.