AdvisorShares Investments’s Mitsubishi UFJ Financial MUFG Stock Holding History

AdvisorShares Investments’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	$1.88M	Sell	94,296 -7,533	-7%	-$142K	0.23%	55
2026 Q1	$1.73M	Sell	101,829 -3,908	-4%	-$69.6K	0.31%	48
2025 Q4	$1.68M	Buy	105,737 +2,262	+2%	+$35K	0.28%	49
2025 Q3	$1.65M	Sell	103,475 -16,258	-14%	-$241K	0.27%	47
2025 Q2	$1.64M	Buy	119,733 +20,119	+20%	+$260K	0.3%	44
2025 Q1	$1.32M	Buy	99,614 +31,380	+46%	+$404K	0.26%	50
2024 Q4	$800K	Sell	68,234 -12,030	-15%	-$135K	0.15%	58
2024 Q3	$817K	Sell	80,264 -5,142	-6%	-$54.3K	0.16%	56
2024 Q2	$931K	Sell	85,406 -2,052	-2%	-$20.8K	0.16%	55
2024 Q1	$895K	Sell	87,458 -10,800	-11%	-$104K	0.15%	56
2023 Q4	$846K	Buy	+98,258	New	+$829K	0.2%	53

Other funds holding MUFG

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Chevy Chase Trust Bethesda, Maryland $38.8B AUM 41.35% 1-Year Est. Return

AdvisorShares Investments's MUFG Position: Q2 2026 in Review

AdvisorShares Investments reduced its Mitsubishi UFJ Financial (MUFG) stake by 7.4% in Q2 2026, selling an estimated $142K and leaving 94,296 shares worth $1.88M. The position accounts for 0.23% of the portfolio, ranked #55.

AdvisorShares Investments first reported a position in MUFG in Q4 2023 and has held it in 11 quarters since. 572 funds tracked by Wall St. Rank hold MUFG as of Q2 2026.

AdvisorShares Investments held 94,296 shares of Mitsubishi UFJ Financial worth $1.88M as of Q2 2026.
AdvisorShares Investments sold 7,533 Mitsubishi UFJ Financial shares in Q2 2026, an estimated $142K.
Mitsubishi UFJ Financial made up 0.23% of AdvisorShares Investments's portfolio in Q2 2026, its #55 holding.
AdvisorShares Investments first reported a position in Mitsubishi UFJ Financial in Q4 2023 and has held it in 11 quarters since.
572 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q2 2026.

Based on AdvisorShares Investments's 13F filing for Q2 2026, filed 11 Aug 2026.