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Annis Gardner Whiting Capital Advisors’s Mitsubishi UFJ Financial MUFG Stock Holding History

Annis Gardner Whiting Capital Advisors’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
-3,356
Closed -$57K – 916
2026
Q1 		$57K Buy
3,356
+55
+2% +$979 0.01% 556
2025
Q4 		$52.4K Buy
3,301
+1,649
+100% +$25.5K 0.01% 522
2025
Q3 		$26.3K Sell
1,652
-736
-31% -$10.9K 0.01% 568
2025
Q2 		$32.8K Buy
+2,388
New +$30.9K 0.01% 481

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

Annis Gardner Whiting Capital Advisors's MUFG Position: Q2 2026 in Review

Annis Gardner Whiting Capital Advisors sold out of Mitsubishi UFJ Financial (MUFG) in Q2 2026, closing a stake of 3,356 shares — an estimated $57K sold.

Annis Gardner Whiting Capital Advisors first reported a position in MUFG in Q2 2025 and held it in 4 quarters. The position peaked at $57K in Q1 2026. 576 funds tracked by Wall St. Rank hold MUFG as of Q2 2026.

  • Annis Gardner Whiting Capital Advisors reported no remaining Mitsubishi UFJ Financial position as of Q2 2026 after selling out during the quarter.
  • Annis Gardner Whiting Capital Advisors sold 3,356 Mitsubishi UFJ Financial shares in Q2 2026, an estimated $57K.
  • Annis Gardner Whiting Capital Advisors first reported a position in Mitsubishi UFJ Financial in Q2 2025 and held it in 4 quarters.
  • Annis Gardner Whiting Capital Advisors's Mitsubishi UFJ Financial position peaked at $57K in Q1 2026.
  • 576 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q2 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.