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WPG Advisers’s Mitsubishi UFJ Financial MUFG Stock Holding History

WPG Advisers’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 		$1.63K Hold
82
– – ﹤0.01% 1242
2026
Q1 		$1.39K Hold
82
– – ﹤0.01% 1184
2025
Q4 		$1.3K Hold
82
– – ﹤0.01% 1246
2025
Q3 		$1.31K Hold
82
– – ﹤0.01% 1226
2025
Q2 		$1.13K Buy
+82
New +$1.06K ﹤0.01% 1251
2025
Q1 		– Sell
-422
Closed -$4.95K – 1508
2024
Q4 		$4.95K Buy
+422
New +$4.75K ﹤0.01% 821

Other funds holding MUFG

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
TAM
Todd Asset Management Louisville, Kentucky $5.63B AUM 45.28% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

WPG Advisers's MUFG Position: Q2 2026 in Review

WPG Advisers held its Mitsubishi UFJ Financial (MUFG) position steady in Q2 2026 at 82 shares worth $1.63K. The position accounts for ﹤0.01% of the portfolio, ranked #1242.

WPG Advisers first reported a position in MUFG in Q4 2024 and has held it in 6 quarters since. The position peaked at $4.95K in Q4 2024. 332 funds tracked by Wall St. Rank hold MUFG as of Q2 2026.

  • WPG Advisers held 82 shares of Mitsubishi UFJ Financial worth $1.63K as of Q2 2026.
  • WPG Advisers left its Mitsubishi UFJ Financial share count unchanged in Q2 2026.
  • Mitsubishi UFJ Financial made up ﹤0.01% of WPG Advisers's portfolio in Q2 2026, its #1242 holding.
  • WPG Advisers first reported a position in Mitsubishi UFJ Financial in Q4 2024 and has held it in 6 quarters since.
  • WPG Advisers's Mitsubishi UFJ Financial position peaked at $4.95K in Q4 2024.
  • 332 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q2 2026.

Based on WPG Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.