Ballentine Partners’s Mitsubishi UFJ Financial MUFG Stock Holding History

Ballentine Partners’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	$1.76M	Buy	88,535 +7,276	+9%	+$137K	0.02%	247
2026 Q1	$1.38M	Buy	81,259 +4,733	+6%	+$84.2K	0.02%	281
2025 Q4	$1.21M	Buy	76,526 +2,492	+3%	+$38.5K	0.02%	289
2025 Q3	$1.18M	Sell	74,034 -2,462	-3%	-$36.5K	0.02%	293
2025 Q2	$1.05M	Buy	76,496 +4,534	+6%	+$58.6K	0.02%	309
2025 Q1	$981K	Buy	71,962 +3,207	+5%	+$41.3K	0.02%	297
2024 Q4	$806K	Buy	68,755 +9,055	+15%	+$102K	0.01%	328
2024 Q3	$608K	Buy	59,700 +3,483	+6%	+$36.8K	0.01%	375
2024 Q2	$607K	Buy	56,217 +9,816	+21%	+$99.6K	0.01%	367
2024 Q1	$475K	Buy	46,401 +3,018	+7%	+$29.2K	0.01%	400
2023 Q4	$374K	Buy	43,383 +15,589	+56%	+$132K	0.01%	435
2023 Q3	$236K	Buy	27,794 +2,807	+11%	+$22.4K	0.01%	506
2023 Q2	$184K	Buy	+24,987	New	+$166K	﹤0.01%	556
2022 Q4	–	Sell	-10,310	Closed	-$47K	–	525
2022 Q3	$47K	Sell	10,310 -1,887	-15%	-$9.82K	﹤0.01%	476
2022 Q2	$65K	Sell	12,197 -4,741	-28%	-$27.3K	﹤0.01%	428
2022 Q1	$105K	Hold	16,938	–	–	﹤0.01%	459
2021 Q4	$93K	Hold	16,938	–	–	﹤0.01%	469
2021 Q3	$100K	Hold	16,938	–	–	﹤0.01%	416
2021 Q2	$92K	Buy	16,938 +866	+5%	+$4.81K	﹤0.01%	422
2021 Q1	$87K	Hold	16,072	–	–	﹤0.01%	399
2020 Q4	$72K	Buy	+16,072	New	+$68.3K	﹤0.01%	381
2020 Q3	–	Sell	-10,477	Closed	-$41K	–	402
2020 Q2	$41K	Sell	10,477 -23,430	-69%	-$92.7K	﹤0.01%	371
2020 Q1	$124K	Sell	33,907 -5,497	-14%	-$26.2K	0.01%	326
2019 Q4	$214K	Buy	39,404 +147	+0.4%	+$776	0.01%	362
2019 Q3	$199K	Buy	39,257 +16,997	+76%	+$83.3K	0.01%	372
2019 Q2	$106K	Buy	+22,260	New	+$107K	0.01%	383
2018 Q4	–	Sell	-15,800	Closed	-$98K	–	371
2018 Q3	$98K	Buy	15,800 +5,239	+50%	+$31.6K	0.01%	350
2018 Q2	$60K	Sell	10,561 -3,672	-26%	-$23.2K	﹤0.01%	340
2018 Q1	$94K	Buy	14,233 +3,246	+30%	+$23.6K	0.01%	348
2017 Q4	$79K	Sell	10,987 -3,901	-26%	-$26.6K	﹤0.01%	360
2017 Q3	$96K	Sell	14,888 -3,739	-20%	-$23.6K	0.01%	386
2017 Q2	$119K	Buy	18,627 +3,263	+21%	+$20.8K	0.01%	374
2017 Q1	$97K	Buy	+15,364	New	+$101K	0.01%	234

Other funds holding MUFG

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

AAM

Augustine Asset Management Jacksonville, Florida $494M AUM 76.22% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

HJIM

Henry James International Management New York $334M AUM 49.44% 1-Year Est. Return

JAM

JCIC Asset Management Toronto, Ontario, Canada $326M AUM 31.94% 1-Year Est. Return

AWA

Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 1-Year Est. Return

LWAM

Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return

BCM

BTC Capital Management Des Moines, Iowa $1.65B AUM 27.85% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Ballentine Partners's MUFG Position: Q2 2026 in Review

Ballentine Partners increased its Mitsubishi UFJ Financial (MUFG) stake by 9% in Q2 2026, buying an estimated $137K and bringing the position to 88,535 shares worth $1.76M. The position accounts for 0.02% of the portfolio, ranked #247.

Ballentine Partners first reported a position in MUFG in Q1 2017 and has held it in 33 quarters since. 88 funds tracked by Wall St. Rank hold MUFG as of Q2 2026.

Ballentine Partners held 88,535 shares of Mitsubishi UFJ Financial worth $1.76M as of Q2 2026.
Ballentine Partners bought 7,276 Mitsubishi UFJ Financial shares in Q2 2026, an estimated $137K.
Mitsubishi UFJ Financial made up 0.02% of Ballentine Partners's portfolio in Q2 2026, its #247 holding.
Ballentine Partners first reported a position in Mitsubishi UFJ Financial in Q1 2017 and has held it in 33 quarters since.
88 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q2 2026.

Based on Ballentine Partners's 13F filing for Q2 2026, filed 17 Jul 2026.