BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.’s Mitsubishi UFJ Financial MUFG Stock Holding History

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.’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	$15.3K	Sell	662 -13,017	-95%	-$294K	﹤0.01%	922
2026 Q2	$272K	Sell	13,679 -524	-4%	-$9.9K	0.04%	438
2026 Q1	$241K	Sell	14,203 -156	-1%	-$2.78K	0.03%	469
2025 Q4	$228K	Buy	14,359 +105	+0.7%	+$1.62K	0.03%	481
2025 Q3	$227K	Sell	14,254 -418	-3%	-$6.19K	0.03%	451
2025 Q2	$201K	Buy	14,672 +63	+0.4%	+$815	0.03%	466
2025 Q1	$199K	Buy	14,609 +175	+1%	+$2.25K	0.03%	483
2024 Q4	$169K	Sell	14,434 -31	-0.2%	-$349	0.03%	486
2024 Q3	$147K	Buy	+14,465	New	+$153K	0.02%	577

Other funds holding MUFG

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Chevy Chase Trust Bethesda, Maryland $40.4B AUM 35.78% 1-Year Est. Return

American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 20.64% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Todd Asset Management Louisville, Kentucky $5.51B AUM 33.77% 1-Year Est. Return

Aviso Financial Toronto, Ontario, Canada $2.94B AUM 20.19% 1-Year Est. Return

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s MUFG Position: Q3 2026 in Review

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. reduced its Mitsubishi UFJ Financial (MUFG) stake by 95% in Q3 2026, selling an estimated $294K and leaving 662 shares worth $15.3K. The position accounts for ﹤0.01% of the portfolio, ranked #922.

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. first reported a position in MUFG in Q3 2024 and has held it in 9 quarters since. The position peaked at $272K in Q2 2026. 504 funds tracked by Wall St. Rank hold MUFG as of Q3 2026.

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. held 662 shares of Mitsubishi UFJ Financial worth $15.3K as of Q3 2026.
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. sold 13,017 Mitsubishi UFJ Financial shares in Q3 2026, an estimated $294K.
Mitsubishi UFJ Financial made up ﹤0.01% of BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s portfolio in Q3 2026, its #922 holding.
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. first reported a position in Mitsubishi UFJ Financial in Q3 2024 and has held it in 9 quarters since.
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s Mitsubishi UFJ Financial position peaked at $272K in Q2 2026.
504 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q3 2026.

Based on BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s 13F filing for Q3 2026, filed 13 Nov 2026.