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American Capital Advisory’s Mitsubishi UFJ Financial MUFG Stock Holding History

American Capital Advisory’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 		$9.43K Buy
474
+273
+136% +$5.14K ﹤0.01% 365
2026
Q1 		$3.41K Buy
201
+45
+29% +$801 ﹤0.01% 446
2025
Q4 		$2.48K Sell
156
-1
-0.6% -$15 ﹤0.01% 437
2025
Q3 		$2.5K Buy
+157
New +$2.32K ﹤0.01% 407

Other funds holding MUFG

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
TAM
Todd Asset Management Louisville, Kentucky $5.63B AUM 45.28% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

American Capital Advisory's MUFG Position: Q2 2026 in Review

American Capital Advisory increased its Mitsubishi UFJ Financial (MUFG) stake by 136% in Q2 2026, buying an estimated $5.14K and bringing the position to 474 shares worth $9.43K. The position accounts for ﹤0.01% of the portfolio, ranked #365.

American Capital Advisory first reported a position in MUFG in Q3 2025 and has held it in 4 quarters since. 345 funds tracked by Wall St. Rank hold MUFG as of Q2 2026.

  • American Capital Advisory held 474 shares of Mitsubishi UFJ Financial worth $9.43K as of Q2 2026.
  • American Capital Advisory bought 273 Mitsubishi UFJ Financial shares in Q2 2026, an estimated $5.14K.
  • Mitsubishi UFJ Financial made up ﹤0.01% of American Capital Advisory's portfolio in Q2 2026, its #365 holding.
  • American Capital Advisory first reported a position in Mitsubishi UFJ Financial in Q3 2025 and has held it in 4 quarters since.
  • 345 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q2 2026.

Based on American Capital Advisory's 13F filing for Q2 2026, filed 28 Jul 2026.