AssetMark Inc
MUFG icon

AssetMark Inc’s Mitsubishi UFJ Financial MUFG Stock Holding History

AssetMark Inc’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 		$1.04M Buy
52,322
+541
+1% +$10.2K ﹤0.01% 1084
2026
Q1 		$879K Sell
51,781
-5,476
-10% -$97.5K ﹤0.01% 1062
2025
Q4 		$908K Buy
57,257
+3,945
+7% +$61K ﹤0.01% 1036
2025
Q3 		$850K Buy
53,312
+10,193
+24% +$151K ﹤0.01% 1007
2025
Q2 		$592K Sell
43,119
-167
-0.4% -$2.16K ﹤0.01% 1016
2025
Q1 		$590K Sell
43,286
-1,628
-4% -$21K ﹤0.01% 955
2024
Q4 		$526K Sell
44,914
-1,144
-2% -$12.9K ﹤0.01% 944
2024
Q3 		$469K Buy
46,058
+3,997
+10% +$42.2K ﹤0.01% 899
2024
Q2 		$454K Buy
42,061
+7,384
+21% +$74.9K ﹤0.01% 887
2024
Q1 		$355K Buy
34,677
+198
+0.6% +$1.92K ﹤0.01% 868
2023
Q4 		$297K Buy
+34,479
New +$291K ﹤0.01% 855
2018
Q2 		– Sell
-6,317
Closed -$42K – 1441
2018
Q1 		$42K Sell
6,317
-7,868
-55% -$57.3K ﹤0.01% 775
2017
Q4 		$103K Sell
14,185
-3,368
-19% -$23K ﹤0.01% 608
2017
Q3 		$113K Buy
17,553
+9,132
+108% +$57.7K ﹤0.01% 544
2017
Q2 		$57K Buy
8,421
+1,250
+17% +$7.96K ﹤0.01% 653
2017
Q1 		$45K Buy
7,171
+399
+6% +$2.61K ﹤0.01% 666
2016
Q4 		$42K Sell
6,772
-28
-0.4% -$159 ﹤0.01% 665
2016
Q3 		$34K Sell
6,800
-471
-6% -$2.38K ﹤0.01% 723
2016
Q2 		$32K Buy
7,271
+3,080
+73% +$14.6K ﹤0.01% 725
2016
Q1 		$19K Buy
4,191
+2,238
+115% +$10.9K ﹤0.01% 763
2015
Q4 		$12K Sell
1,953
-168,878
-99% -$1.09M ﹤0.01% 860
2015
Q3 		$1.04M Buy
+170,831
New +$1.16M 0.02% 234
2015
Q1 		– Sell
-314,986
Closed -$1.74M – 492
2014
Q4 		$1.74M Sell
314,986
-28,634
-8% -$160K 0.04% 223
2014
Q3 		$1.93M Buy
343,620
+61,610
+22% +$360K 0.04% 207
2014
Q2 		$1.73M Buy
+282,010
New +$1.6M 0.04% 227

Other funds holding MUFG

TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
BCAM
Boston Common Asset Management Boston, Massachusetts $1.69B AUM 28.29% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
GP
Guardian Partners Toronto, Canada $1.11B AUM 38.73% 1-Year Est. Return
EGA
Eagle Global Advisors Houston, Texas $3.02B AUM 34.37% 1-Year Est. Return
AAM
Augustine Asset Management Jacksonville, Florida $494M AUM 76.22% 1-Year Est. Return
PHS
Pekin Hardy Strauss Chicago, Illinois $1.14B AUM 37.36% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

AssetMark Inc's MUFG Position: Q2 2026 in Review

AssetMark Inc increased its Mitsubishi UFJ Financial (MUFG) stake by 1% in Q2 2026, buying an estimated $10.2K and bringing the position to 52,322 shares worth $1.04M. The position accounts for ﹤0.01% of the portfolio, ranked #1084.

AssetMark Inc first reported a position in MUFG in Q2 2014 and has held it in 25 quarters since. The position peaked at $1.93M in Q3 2014. 226 funds tracked by Wall St. Rank hold MUFG as of Q2 2026.

  • AssetMark Inc held 52,322 shares of Mitsubishi UFJ Financial worth $1.04M as of Q2 2026.
  • AssetMark Inc bought 541 Mitsubishi UFJ Financial shares in Q2 2026, an estimated $10.2K.
  • Mitsubishi UFJ Financial made up ﹤0.01% of AssetMark Inc's portfolio in Q2 2026, its #1084 holding.
  • AssetMark Inc first reported a position in Mitsubishi UFJ Financial in Q2 2014 and has held it in 25 quarters since.
  • AssetMark Inc's Mitsubishi UFJ Financial position peaked at $1.93M in Q3 2014.
  • 226 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q2 2026.

Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.