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Wedmont Private Capital’s Mitsubishi UFJ Financial MUFG Stock Holding History

Wedmont Private Capital’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
Q3 		$809K Buy
36,007
+10,785
+43% +$243K 0.02% 444
2026
Q2 		$546K Sell
25,222
-3,773
-13% -$71.1K 0.02% 529
2026
Q1 		$534K Sell
28,995
-1,344
-4% -$23.9K 0.02% 473
2025
Q4 		$500K Buy
30,339
+1,392
+5% +$21.5K 0.02% 475
2025
Q3 		$439K Sell
28,947
-177
-0.6% -$2.62K 0.02% 498
2025
Q2 		$397K Sell
29,124
-534
-2% -$6.91K 0.02% 491
2025
Q1 		$344K Buy
29,658
+1,126
+4% +$14.5K 0.02% 485
2024
Q4 		$336K Buy
28,532
+438
+2% +$4.92K 0.02% 505
2024
Q3 		$291K Buy
28,094
+2,312
+9% +$24.4K 0.02% 515
2024
Q2 		$285K Buy
25,782
+8,176
+46% +$82.9K 0.02% 513
2024
Q1 		$178K Buy
17,606
+714
+4% +$6.91K 0.01% 575
2023
Q4 		$150K Buy
16,892
+4,460
+36% +$37.6K 0.01% 546
2023
Q3 		$104K Buy
+12,432
New +$99.2K 0.01% 490
2022
Q4 		– Sell
-10,184
Closed -$46K – 462
2022
Q3 		$46K Buy
+10,184
New +$53K 0.01% 367

Other funds holding MUFG

GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
RA
Riversedge Advisors Wilmington, Delaware $813M AUM 18.09% 1-Year Est. Return
AWM
Athena Wealth Management Reno, Nevada $139M AUM 20.91% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return

Wedmont Private Capital's MUFG Position: Q3 2026 in Review

Wedmont Private Capital increased its Mitsubishi UFJ Financial (MUFG) stake by 43% in Q3 2026, buying an estimated $243K and bringing the position to 36,007 shares worth $809K. The position accounts for 0.02% of the portfolio, ranked #444.

Wedmont Private Capital first reported a position in MUFG in Q3 2022 and has held it in 14 quarters since. 22 funds tracked by Wall St. Rank hold MUFG as of Q3 2026.

  • Wedmont Private Capital held 36,007 shares of Mitsubishi UFJ Financial worth $809K as of Q3 2026.
  • Wedmont Private Capital bought 10,785 Mitsubishi UFJ Financial shares in Q3 2026, an estimated $243K.
  • Mitsubishi UFJ Financial made up 0.02% of Wedmont Private Capital's portfolio in Q3 2026, its #444 holding.
  • Wedmont Private Capital first reported a position in Mitsubishi UFJ Financial in Q3 2022 and has held it in 14 quarters since.
  • 22 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q3 2026.

Based on Wedmont Private Capital's 13F filing for Q3 2026, filed 9 Oct 2026.