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Allworth Financial’s Mitsubishi UFJ Financial MUFG Stock Holding History

Allworth 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 		$380K Sell
19,129
-1,866
-9% -$35.2K ﹤0.01% 1124
2026
Q1 		$356K Buy
20,995
+4,833
+30% +$86K ﹤0.01% 1103
2025
Q4 		$256K Buy
16,162
+1,500
+10% +$23.2K ﹤0.01% 1217
2025
Q3 		$234K Buy
14,662
+1,884
+15% +$27.9K ﹤0.01% 1227
2025
Q2 		$175K Buy
12,778
+1,883
+17% +$24.3K ﹤0.01% 1243
2025
Q1 		$133K Sell
10,895
-4,689
-30% -$60.4K ﹤0.01% 1099
2024
Q4 		$189K Sell
15,584
-564
-3% -$6.34K ﹤0.01% 969
2024
Q3 		$164K Buy
16,148
+5,102
+46% +$53.9K ﹤0.01% 883
2024
Q2 		$124K Buy
11,046
+533
+5% +$5.41K ﹤0.01% 989
2024
Q1 		$108K Buy
10,513
+2,754
+35% +$26.6K ﹤0.01% 995
2023
Q4 		$66.8K Sell
7,759
-34
-0.4% -$287 ﹤0.01% 1083
2023
Q3 		$66.2K Buy
7,793
+2,654
+52% +$21.2K ﹤0.01% 1027
2023
Q2 		$37.9K Sell
5,139
-1,762
-26% -$11.7K ﹤0.01% 1228
2023
Q1 		$44.1K Buy
6,901
+4,102
+147% +$28.7K ﹤0.01% 1113
2022
Q4 		$18.7K Buy
2,799
+270
+11% +$1.4K ﹤0.01% 1395
2022
Q3 		$11K Buy
2,529
+1,863
+280% +$9.7K ﹤0.01% 1624
2022
Q2 		$4K Buy
+666
New +$3.84K ﹤0.01% 1824
2016
Q4 		– Sell
-2,000
Closed -$10K – 714
2016
Q3 		$10K Buy
+2,000
New +$10.1K ﹤0.01% 412

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

Allworth Financial's MUFG Position: Q2 2026 in Review

Allworth Financial reduced its Mitsubishi UFJ Financial (MUFG) stake by 8.9% in Q2 2026, selling an estimated $35.2K and leaving 19,129 shares worth $380K. The position accounts for ﹤0.01% of the portfolio, ranked #1124.

Allworth Financial first reported a position in MUFG in Q3 2016 and has held it in 18 quarters since. 572 funds tracked by Wall St. Rank hold MUFG as of Q2 2026.

  • Allworth Financial held 19,129 shares of Mitsubishi UFJ Financial worth $380K as of Q2 2026.
  • Allworth Financial sold 1,866 Mitsubishi UFJ Financial shares in Q2 2026, an estimated $35.2K.
  • Mitsubishi UFJ Financial made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #1124 holding.
  • Allworth Financial first reported a position in Mitsubishi UFJ Financial in Q3 2016 and has held it in 18 quarters since.
  • 572 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.