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Bell Investment Advisors’s Mitsubishi UFJ Financial MUFG Stock Holding History

Bell Investment Advisors’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 		$30.7K Buy
1,543
+45
+3% +$848 ﹤0.01% 375
2026
Q1 		$25.4K Buy
1,498
+325
+28% +$5.78K ﹤0.01% 386
2025
Q4 		$18.6K Buy
1,173
+776
+195% +$12K ﹤0.01% 468
2025
Q3 		$6.33K Sell
397
-74
-16% -$1.1K ﹤0.01% 817
2025
Q2 		$6.46K Hold
471
– – ﹤0.01% 862
2025
Q1 		$6.42K Hold
471
– – ﹤0.01% 794
2024
Q4 		$5.52K Hold
471
– – ﹤0.01% 883
2024
Q3 		$4.79K Hold
471
– – ﹤0.01% 945
2024
Q2 		$5.09K Hold
471
– – ﹤0.01% 917
2024
Q1 		$4.82K Hold
471
– – ﹤0.01% 943
2023
Q4 		$4.06K Sell
471
-143
-23% -$1.21K ﹤0.01% 985
2023
Q3 		$5.21K Sell
614
-46
-7% -$367 ﹤0.01% 788
2023
Q2 		$4.87K Sell
660
-430
-39% -$2.86K ﹤0.01% 839
2023
Q1 		$6.97K Buy
1,090
+73
+7% +$511 ﹤0.01% 624
2022
Q4 		$6.78K Buy
1,017
+116
+13% +$600 ﹤0.01% 654
2022
Q3 		$4K Sell
901
-898
-50% -$4.67K ﹤0.01% 808
2022
Q2 		$10K Buy
+1,799
New +$10.4K ﹤0.01% 428
2021
Q4 		$6K Sell
1,134
-265
-19% -$1.49K ﹤0.01% 699
2021
Q3 		$8K Buy
+1,399
New +$7.77K ﹤0.01% 525

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

Bell Investment Advisors's MUFG Position: Q2 2026 in Review

Bell Investment Advisors increased its Mitsubishi UFJ Financial (MUFG) stake by 3% in Q2 2026, buying an estimated $848 and bringing the position to 1,543 shares worth $30.7K. The position accounts for ﹤0.01% of the portfolio, ranked #375.

Bell Investment Advisors first reported a position in MUFG in Q3 2021 and has held it in 19 quarters since. 572 funds tracked by Wall St. Rank hold MUFG as of Q2 2026.

  • Bell Investment Advisors held 1,543 shares of Mitsubishi UFJ Financial worth $30.7K as of Q2 2026.
  • Bell Investment Advisors bought 45 Mitsubishi UFJ Financial shares in Q2 2026, an estimated $848.
  • Mitsubishi UFJ Financial made up ﹤0.01% of Bell Investment Advisors's portfolio in Q2 2026, its #375 holding.
  • Bell Investment Advisors first reported a position in Mitsubishi UFJ Financial in Q3 2021 and has held it in 19 quarters since.
  • 572 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.