Ballentine Partners’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
Q3 | $2.16M | Buy |
93,476
+4,941
| +6% | +$111K | 0.03% | 221 |
|
|
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% | -$36.4K | 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% | 376 |
|
|
2024
Q2 | $607K | Buy |
56,217
+9,816
| +21% | +$100K | 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% | -$9.8K | ﹤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
Ballentine Partners's MUFG Position: Q3 2026 in Review
Ballentine Partners increased its Mitsubishi UFJ Financial (MUFG) stake by 5.6% in Q3 2026, buying an estimated $111K and bringing the position to 93,476 shares worth $2.16M. The position accounts for 0.03% of the portfolio, ranked #221.
Ballentine Partners first reported a position in MUFG in Q1 2017 and has held it in 34 quarters since. 504 funds tracked by Wall St. Rank hold MUFG as of Q3 2026.
- Ballentine Partners held 93,476 shares of Mitsubishi UFJ Financial worth $2.16M as of Q3 2026.
- Ballentine Partners bought 4,941 Mitsubishi UFJ Financial shares in Q3 2026, an estimated $111K.
- Mitsubishi UFJ Financial made up 0.03% of Ballentine Partners's portfolio in Q3 2026, its #221 holding.
- Ballentine Partners first reported a position in Mitsubishi UFJ Financial in Q1 2017 and has held it in 34 quarters since.
- 504 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q3 2026.
Based on Ballentine Partners's 13F filing for Q3 2026, filed 13 Nov 2026.