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Ascent Group’s Mitsubishi UFJ Financial MUFG Stock Holding History

Ascent Group’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 		$255K Buy
12,836
+814
+7% +$15.3K 0.01% 705
2026
Q1 		$204K Buy
12,022
+1,426
+13% +$25.4K 0.01% 728
2025
Q4 		$168K Sell
10,596
-79
-0.7% -$1.22K 0.01% 725
2025
Q3 		$170K Buy
10,675
+258
+2% +$3.82K 0.01% 721
2025
Q2 		$143K Buy
10,417
+349
+3% +$4.51K 0.01% 706
2025
Q1 		$137K Buy
+10,068
New +$130K 0.01% 680

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

Ascent Group's MUFG Position: Q2 2026 in Review

Ascent Group increased its Mitsubishi UFJ Financial (MUFG) stake by 6.8% in Q2 2026, buying an estimated $15.3K and bringing the position to 12,836 shares worth $255K. The position accounts for 0.01% of the portfolio, ranked #705.

Ascent Group first reported a position in MUFG in Q1 2025 and has held it in 6 quarters since. 572 funds tracked by Wall St. Rank hold MUFG as of Q2 2026.

  • Ascent Group held 12,836 shares of Mitsubishi UFJ Financial worth $255K as of Q2 2026.
  • Ascent Group bought 814 Mitsubishi UFJ Financial shares in Q2 2026, an estimated $15.3K.
  • Mitsubishi UFJ Financial made up 0.01% of Ascent Group's portfolio in Q2 2026, its #705 holding.
  • Ascent Group first reported a position in Mitsubishi UFJ Financial in Q1 2025 and has held it in 6 quarters since.
  • 572 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q2 2026.

Based on Ascent Group's 13F filing for Q2 2026, filed 3 Aug 2026.