Bailard’s Mitsubishi UFJ Financial MUFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $2.23M | Buy |
112,061
+2,936
| +3% | +$55.3K | 0.05% | 247 |
|
|
2026
Q1 | $1.85M | Sell |
109,125
-4,214
| -4% | -$75K | 0.04% | 240 |
|
|
2025
Q4 | $1.8M | Sell |
113,339
-1,310
| -1% | -$20.3K | 0.04% | 244 |
|
|
2025
Q3 | $1.83M | Sell |
114,649
-10,715
| -9% | -$159K | 0.04% | 250 |
|
|
2025
Q2 | $1.72M | Sell |
125,364
-3,173
| -2% | -$41K | 0.04% | 256 |
|
|
2025
Q1 | $1.75M | Sell |
128,537
-3,906
| -3% | -$50.3K | 0.05% | 239 |
|
|
2024
Q4 | $1.55M | Buy |
132,443
+1,516
| +1% | +$17K | 0.04% | 248 |
|
|
2024
Q3 | $1.33M | Buy |
130,927
+923
| +0.7% | +$9.74K | 0.03% | 267 |
|
|
2024
Q2 | $1.4M | Sell |
130,004
-982
| -0.7% | -$9.96K | 0.04% | 255 |
|
|
2024
Q1 | $1.34M | Buy |
130,986
+3,293
| +3% | +$31.9K | 0.04% | 265 |
|
|
2023
Q4 | $1.1M | Sell |
127,693
-1,546
| -1% | -$13K | 0.03% | 284 |
|
|
2023
Q3 | $1.1M | Sell |
129,239
-14,945
| -10% | -$119K | 0.04% | 254 |
|
|
2023
Q2 | $1.06M | Sell |
144,184
-1,438
| -1% | -$9.57K | 0.04% | 265 |
|
|
2023
Q1 | $931K | Buy |
145,622
+10,795
| +8% | +$75.5K | 0.03% | 276 |
|
|
2022
Q4 | $899K | Sell |
134,827
-4,742
| -3% | -$24.5K | 0.03% | 278 |
|
|
2022
Q3 | $628K | Buy |
139,569
+7,100
| +5% | +$37K | 0.03% | 301 |
|
|
2022
Q2 | $707K | Buy |
132,469
+3,411
| +3% | +$19.6K | 0.03% | 293 |
|
|
2022
Q1 | $799K | Sell |
129,058
-7,185
| -5% | -$44.6K | 0.03% | 309 |
|
|
2021
Q4 | $744K | Buy |
136,243
+3,517
| +3% | +$19.8K | 0.02% | 319 |
|
|
2021
Q3 | $787K | Sell |
132,726
-1,240
| -0.9% | -$6.89K | 0.03% | 309 |
|
|
2021
Q2 | $726K | Buy |
133,966
+13,490
| +11% | +$75K | 0.03% | 325 |
|
|
2021
Q1 | $648K | Buy |
120,476
+7,837
| +7% | +$40.4K | 0.02% | 331 |
|
|
2020
Q4 | $499K | Buy |
112,639
+30,853
| +38% | +$131K | 0.02% | 332 |
|
|
2020
Q3 | $328K | Buy |
81,786
+9,809
| +14% | +$39.6K | 0.02% | 369 |
|
|
2020
Q2 | $283K | Buy |
71,977
+1,252
| +2% | +$4.96K | 0.02% | 369 |
|
|
2020
Q1 | $259K | Buy |
70,725
+10,646
| +18% | +$50.7K | 0.02% | 354 |
|
|
2019
Q4 | $326K | Buy |
60,079
+5,126
| +9% | +$27.1K | 0.02% | 391 |
|
|
2019
Q3 | $279K | Sell |
54,953
-4,834
| -8% | -$23.7K | 0.02% | 414 |
|
|
2019
Q2 | $284K | Buy |
59,787
+15,902
| +36% | +$76.3K | 0.02% | 434 |
|
|
2019
Q1 | $217K | Buy |
43,885
+24,759
| +129% | +$129K | 0.01% | 470 |
|
|
2018
Q4 | $93K | Hold |
19,126
| – | – | 0.01% | 485 |
|
|
2018
Q3 | $118K | Sell |
19,126
-6,845
| -26% | -$41.3K | 0.01% | 525 |
|
|
2018
Q2 | $147K | Hold |
25,971
| – | – | 0.01% | 505 |
|
|
2018
Q1 | $172K | Buy |
25,971
+7,670
| +42% | +$55.9K | 0.01% | 468 |
|
|
2017
Q4 | $133K | Buy |
+18,301
| New | +$125K | 0.01% | 427 |
|
Other funds holding MUFG
Bailard's MUFG Position: Q2 2026 in Review
Bailard increased its Mitsubishi UFJ Financial (MUFG) stake by 2.7% in Q2 2026, buying an estimated $55.3K and bringing the position to 112,061 shares worth $2.23M. The position accounts for 0.05% of the portfolio, ranked #247.
Bailard first reported a position in MUFG in Q4 2017 and has held it in 35 quarters since. 572 funds tracked by Wall St. Rank hold MUFG as of Q2 2026.
- Bailard held 112,061 shares of Mitsubishi UFJ Financial worth $2.23M as of Q2 2026.
- Bailard bought 2,936 Mitsubishi UFJ Financial shares in Q2 2026, an estimated $55.3K.
- Mitsubishi UFJ Financial made up 0.05% of Bailard's portfolio in Q2 2026, its #247 holding.
- Bailard first reported a position in Mitsubishi UFJ Financial in Q4 2017 and has held it in 35 quarters since.
- 572 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q2 2026.
Based on Bailard's 13F filing for Q2 2026, filed 30 Jul 2026.