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Americana Partners’s Mitsubishi UFJ Financial MUFG Stock Holding History

Americana Partners’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 		– Sell
-24,985
Closed -$424K – 625
2026
Q1 		$424K Buy
+24,985
New +$445K 0.01% 371
2023
Q2 		– Sell
-30,694
Closed -$196K – 300
2023
Q1 		$196K Sell
30,694
-10,444
-25% -$73.1K 0.03% 258
2022
Q4 		$268K Buy
41,138
+7,652
+23% +$39.6K 0.05% 213
2022
Q3 		$150K Buy
33,486
+4,896
+17% +$25.5K 0.03% 229
2022
Q2 		$5K Buy
+28,590
New +$165K ﹤0.01% 246

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

Americana Partners's MUFG Position: Q2 2026 in Review

Americana Partners sold out of Mitsubishi UFJ Financial (MUFG) in Q2 2026, closing a stake of 24,985 shares — an estimated $424K sold.

Americana Partners first reported a position in MUFG in Q2 2022 and held it in 5 quarters. The position peaked at $424K in Q1 2026. 572 funds tracked by Wall St. Rank hold MUFG as of Q2 2026.

  • Americana Partners reported no remaining Mitsubishi UFJ Financial position as of Q2 2026 after selling out during the quarter.
  • Americana Partners sold 24,985 Mitsubishi UFJ Financial shares in Q2 2026, an estimated $424K.
  • Americana Partners first reported a position in Mitsubishi UFJ Financial in Q2 2022 and held it in 5 quarters.
  • Americana Partners's Mitsubishi UFJ Financial position peaked at $424K in Q1 2026.
  • 572 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q2 2026.

Based on Americana Partners's 13F filing for Q2 2026, filed 5 Aug 2026.