AssetMark Inc
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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
Q3 		$1.94M Buy
84,157
+31,835
+61% +$718K ﹤0.01% 960
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% 861
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

Todd Asset Management
Todd Asset Management Louisville, Kentucky $5.51B AUM 33.77% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Crossmark Global Holdings
Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return
Boston Common Asset Management
Boston Common Asset Management Boston, Massachusetts $1.72B AUM 26.04% 1-Year Est. Return
Vise Technologies
Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Guardian Partners
Guardian Partners Toronto, Canada $1.13B AUM 28.37% 1-Year Est. Return
Moran Wealth Management
Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return

AssetMark Inc's MUFG Position: Q3 2026 in Review

AssetMark Inc increased its Mitsubishi UFJ Financial (MUFG) stake by 61% in Q3 2026, buying an estimated $718K and bringing the position to 84,157 shares worth $1.94M. The position accounts for ﹤0.01% of the portfolio, ranked #960.

AssetMark Inc first reported a position in MUFG in Q2 2014 and has held it in 26 quarters since. 266 funds tracked by Wall St. Rank hold MUFG as of Q3 2026.

  • AssetMark Inc held 84,157 shares of Mitsubishi UFJ Financial worth $1.94M as of Q3 2026.
  • AssetMark Inc bought 31,835 Mitsubishi UFJ Financial shares in Q3 2026, an estimated $718K.
  • Mitsubishi UFJ Financial made up ﹤0.01% of AssetMark Inc's portfolio in Q3 2026, its #960 holding.
  • AssetMark Inc first reported a position in Mitsubishi UFJ Financial in Q2 2014 and has held it in 26 quarters since.
  • 266 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q3 2026.

Based on AssetMark Inc's 13F filing for Q3 2026, filed 21 Oct 2026.