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Advisornet Financial’s Mitsubishi UFJ Financial MUFG Stock Holding History

Advisornet Financial’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 		$7.12K Sell
358
-738
-67% -$13.9K ﹤0.01% 1684
2026
Q1 		$18.6K Hold
1,096
– – ﹤0.01% 1361
2025
Q4 		$17.4K Hold
1,096
– – ﹤0.01% 1380
2025
Q3 		$17.5K Sell
1,096
-84
-7% -$1.24K ﹤0.01% 1347
2025
Q2 		$16.2K Hold
1,180
– – ﹤0.01% 1343
2025
Q1 		$16.1K Buy
1,180
+41
+4% +$528 ﹤0.01% 1274
2024
Q4 		$13.3K Sell
1,139
-3,151
-73% -$35.4K ﹤0.01% 1248
2024
Q3 		$43.7K Hold
4,290
– – ﹤0.01% 942
2024
Q2 		$46.3K Buy
4,290
+2,848
+198% +$28.9K ﹤0.01% 843
2024
Q1 		$14.8K Buy
1,442
+704
+95% +$6.81K ﹤0.01% 1172
2023
Q4 		$6.35K Hold
738
– – ﹤0.01% 1435
2023
Q3 		$6.27K Hold
738
– – ﹤0.01% 1364
2023
Q2 		$5.44K Hold
738
– – ﹤0.01% 1481
2023
Q1 		$4.72K Hold
738
– – ﹤0.01% 1507
2022
Q4 		$4.92K Hold
738
– – ﹤0.01% 1472
2022
Q3 		$3K Sell
738
-4,165
-85% -$21.7K ﹤0.01% 1615
2022
Q2 		$26K Hold
4,903
– – ﹤0.01% 1047
2022
Q1 		$30K Hold
4,903
– – ﹤0.01% 1127
2021
Q4 		$27K Buy
4,903
+713
+17% +$4.01K ﹤0.01% 1214
2021
Q3 		$25K Buy
+4,190
New +$23.3K ﹤0.01% 1193

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

Advisornet Financial's MUFG Position: Q2 2026 in Review

Advisornet Financial reduced its Mitsubishi UFJ Financial (MUFG) stake by 67% in Q2 2026, selling an estimated $13.9K and leaving 358 shares worth $7.12K. The position accounts for ﹤0.01% of the portfolio, ranked #1684.

Advisornet Financial first reported a position in MUFG in Q3 2021 and has held it in 20 quarters since. The position peaked at $46.3K in Q2 2024. 576 funds tracked by Wall St. Rank hold MUFG as of Q2 2026.

  • Advisornet Financial held 358 shares of Mitsubishi UFJ Financial worth $7.12K as of Q2 2026.
  • Advisornet Financial sold 738 Mitsubishi UFJ Financial shares in Q2 2026, an estimated $13.9K.
  • Mitsubishi UFJ Financial made up ﹤0.01% of Advisornet Financial's portfolio in Q2 2026, its #1684 holding.
  • Advisornet Financial first reported a position in Mitsubishi UFJ Financial in Q3 2021 and has held it in 20 quarters since.
  • Advisornet Financial's Mitsubishi UFJ Financial position peaked at $46.3K in Q2 2024.
  • 576 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q2 2026.

Based on Advisornet Financial's 13F filing for Q2 2026, filed 23 Jul 2026.