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Winch Advisory Services’s Mitsubishi UFJ Financial MUFG Stock Holding History

Winch Advisory Services’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 		$5.19K Buy
+261
New +$4.92K ﹤0.01% 392
2019
Q3 		– Sell
-336
Closed -$2K – 397
2019
Q2 		$2K Buy
+336
New +$1.61K ﹤0.01% 367

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

Winch Advisory Services's MUFG Position: Q2 2026 in Review

Winch Advisory Services opened a new position in Mitsubishi UFJ Financial (MUFG) in Q2 2026: 261 shares worth $5.19K. The stake represents ﹤0.01% of the portfolio and ranks #392 among its holdings. This is a return to the name: Winch Advisory Services previously reported a position in MUFG as recently as Q2 2019.

Winch Advisory Services first reported a position in MUFG in Q2 2019 and has held it in 2 quarters since. 576 funds tracked by Wall St. Rank hold MUFG as of Q2 2026.

  • Winch Advisory Services held 261 shares of Mitsubishi UFJ Financial worth $5.19K as of Q2 2026.
  • Mitsubishi UFJ Financial was a new Winch Advisory Services position in Q2 2026.
  • Mitsubishi UFJ Financial made up ﹤0.01% of Winch Advisory Services's portfolio in Q2 2026, its #392 holding.
  • Winch Advisory Services first reported a position in Mitsubishi UFJ Financial in Q2 2019 and has held it in 2 quarters since.
  • 576 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q2 2026.

Based on Winch Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.