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Atria Investments’s Mitsubishi UFJ Financial MUFG Stock Holding History

Atria Investments’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 		$4.7M Sell
236,138
-26,987
-10% -$508K 0.05% 403
2026
Q1 		$4.47M Sell
263,125
-5,115
-2% -$91K 0.05% 405
2025
Q4 		$4.25M Buy
268,240
+18,659
+7% +$289K 0.05% 437
2025
Q3 		$3.98M Sell
249,581
-20,253
-8% -$300K 0.05% 463
2025
Q2 		$3.7M Sell
269,834
-54,303
-17% -$702K 0.04% 493
2025
Q1 		$4.42M Sell
324,137
-14,943
-4% -$192K 0.06% 412
2024
Q4 		$3.97M Buy
339,080
+32,573
+11% +$366K 0.05% 427
2024
Q3 		$3.12M Buy
306,507
+44,800
+17% +$473K 0.04% 514
2024
Q2 		$2.83M Buy
261,707
+1,809
+0.7% +$18.3K 0.04% 524
2024
Q1 		$2.65M Sell
259,898
-1,582
-0.6% -$15.3K 0.04% 544
2023
Q4 		$2.25M Buy
261,480
+11,146
+4% +$94K 0.03% 555
2023
Q3 		$2.12M Sell
250,334
-1,590
-0.6% -$12.7K 0.04% 551
2023
Q2 		$1.85M Buy
251,924
+18,193
+8% +$121K 0.03% 584
2023
Q1 		$1.49M Buy
233,731
+629
+0.3% +$4.4K 0.03% 649
2022
Q4 		$1.55M Buy
+233,102
New +$1.21M 0.03% 602
2022
Q3 		– Sell
-224,877
Closed -$1.2M – 777
2022
Q2 		$1.2M Buy
+224,877
New +$1.3M 0.03% 680
2017
Q3 		– Sell
-10,063
Closed -$68K – 814
2017
Q2 		$68K Sell
10,063
-370
-4% -$2.36K ﹤0.01% 743
2017
Q1 		$66K Sell
10,433
-282
-3% -$1.84K ﹤0.01% 673
2016
Q4 		$66K Buy
+10,715
New +$60.9K 0.01% 624
2014
Q4 		– Sell
-10,912
Closed -$61K – 451
2014
Q3 		$61K Sell
10,912
-427
-4% -$2.49K 0.01% 452
2014
Q2 		$70K Sell
11,339
-402
-3% -$2.27K 0.01% 414
2014
Q1 		$65K Sell
11,741
-973
-8% -$5.81K 0.01% 420
2013
Q4 		$85K Sell
12,714
-2,217
-15% -$14.2K 0.01% 438
2013
Q3 		$96K Buy
14,931
+840
+6% +$5.34K 0.01% 441
2013
Q2 		$88K Buy
+14,091
New +$90.3K 0.01% 388

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

Atria Investments's MUFG Position: Q2 2026 in Review

Atria Investments reduced its Mitsubishi UFJ Financial (MUFG) stake by 10% in Q2 2026, selling an estimated $508K and leaving 236,138 shares worth $4.7M. The position accounts for 0.05% of the portfolio, ranked #403.

Atria Investments first reported a position in MUFG in Q2 2013 and has held it in 25 quarters since. 576 funds tracked by Wall St. Rank hold MUFG as of Q2 2026.

  • Atria Investments held 236,138 shares of Mitsubishi UFJ Financial worth $4.7M as of Q2 2026.
  • Atria Investments sold 26,987 Mitsubishi UFJ Financial shares in Q2 2026, an estimated $508K.
  • Mitsubishi UFJ Financial made up 0.05% of Atria Investments's portfolio in Q2 2026, its #403 holding.
  • Atria Investments first reported a position in Mitsubishi UFJ Financial in Q2 2013 and has held it in 25 quarters since.
  • 576 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.