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MUFG icon

Addison Advisors’s Mitsubishi UFJ Financial MUFG Stock Holding History

Addison Advisors’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 		$26.3K Sell
1,323
-4,199
-76% -$79.1K 0.01% 312
2026
Q1 		$93.7K Buy
5,522
+22
+0.4% +$392 0.02% 335
2025
Q4 		$87.2K Sell
5,500
-88
-2% -$1.36K 0.02% 332
2025
Q3 		$89.1K Buy
5,588
+544
+11% +$8.05K 0.02% 334
2025
Q2 		$69.2K Sell
5,044
-1,343
-21% -$17.4K 0.02% 363
2025
Q1 		$87.1K Buy
6,387
+258
+4% +$3.32K 0.02% 318
2024
Q4 		$71.8K Buy
6,129
+1,263
+26% +$14.2K 0.02% 335
2024
Q3 		$49.5K Buy
4,866
+257
+6% +$2.71K 0.01% 393
2024
Q2 		$49.8K Buy
4,609
+2,546
+123% +$25.8K 0.02% 377
2024
Q1 		$21.1K Sell
2,063
-3,146
-60% -$30.4K 0.01% 456
2023
Q4 		$44.9K Buy
5,209
+1,612
+45% +$13.6K 0.02% 366
2023
Q3 		$30.5K Buy
3,597
+2,583
+255% +$20.6K 0.01% 378
2023
Q2 		$7.47K Buy
1,014
+584
+136% +$3.89K ﹤0.01% 502
2023
Q1 		$2.75K Sell
430
-431
-50% -$3.02K ﹤0.01% 543
2022
Q4 		$5.74K Sell
861
-1,749
-67% -$9.05K ﹤0.01% 489
2022
Q3 		$12K Buy
2,610
+371
+17% +$1.93K 0.01% 429
2022
Q2 		$12K Buy
2,239
+382
+21% +$2.2K 0.01% 423
2022
Q1 		$11K Buy
1,857
+406
+28% +$2.52K 0.01% 471
2021
Q4 		$8K Buy
1,451
+1,281
+754% +$7.21K ﹤0.01% 429
2021
Q3 		$1K Buy
+170
New +$944 ﹤0.01% 418

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

Addison Advisors's MUFG Position: Q2 2026 in Review

Addison Advisors reduced its Mitsubishi UFJ Financial (MUFG) stake by 76% in Q2 2026, selling an estimated $79.1K and leaving 1,323 shares worth $26.3K. The position accounts for 0.01% of the portfolio, ranked #312.

Addison Advisors first reported a position in MUFG in Q3 2021 and has held it in 20 quarters since. The position peaked at $93.7K in Q1 2026. 576 funds tracked by Wall St. Rank hold MUFG as of Q2 2026.

  • Addison Advisors held 1,323 shares of Mitsubishi UFJ Financial worth $26.3K as of Q2 2026.
  • Addison Advisors sold 4,199 Mitsubishi UFJ Financial shares in Q2 2026, an estimated $79.1K.
  • Mitsubishi UFJ Financial made up 0.01% of Addison Advisors's portfolio in Q2 2026, its #312 holding.
  • Addison Advisors first reported a position in Mitsubishi UFJ Financial in Q3 2021 and has held it in 20 quarters since.
  • Addison Advisors's Mitsubishi UFJ Financial position peaked at $93.7K in Q1 2026.
  • 576 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q2 2026.

Based on Addison Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.