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Benjamin Edwards Inc’s Mitsubishi UFJ Financial MUFG Stock Holding History

Benjamin Edwards Inc’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 		$2.95M Buy
148,216
+3,041
+2% +$57.3K 0.03% 463
2026
Q1 		$2.46M Buy
145,175
+23,206
+19% +$413K 0.02% 485
2025
Q4 		$1.93M Buy
121,969
+35,920
+42% +$555K 0.02% 513
2025
Q3 		$1.37M Buy
86,049
+33,719
+64% +$499K 0.02% 594
2025
Q2 		$718K Buy
52,330
+19,083
+57% +$247K 0.01% 734
2025
Q1 		$453K Sell
33,247
-29,618
-47% -$381K 0.01% 818
2024
Q4 		$737K Buy
62,865
+2,159
+4% +$24.3K 0.01% 713
2024
Q3 		$618K Buy
+60,706
New +$641K 0.01% 728

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

Benjamin Edwards Inc's MUFG Position: Q2 2026 in Review

Benjamin Edwards Inc increased its Mitsubishi UFJ Financial (MUFG) stake by 2.1% in Q2 2026, buying an estimated $57.3K and bringing the position to 148,216 shares worth $2.95M. The position accounts for 0.03% of the portfolio, ranked #463.

Benjamin Edwards Inc first reported a position in MUFG in Q3 2024 and has held it in 8 quarters since. 572 funds tracked by Wall St. Rank hold MUFG as of Q2 2026.

  • Benjamin Edwards Inc held 148,216 shares of Mitsubishi UFJ Financial worth $2.95M as of Q2 2026.
  • Benjamin Edwards Inc bought 3,041 Mitsubishi UFJ Financial shares in Q2 2026, an estimated $57.3K.
  • Mitsubishi UFJ Financial made up 0.03% of Benjamin Edwards Inc's portfolio in Q2 2026, its #463 holding.
  • Benjamin Edwards Inc first reported a position in Mitsubishi UFJ Financial in Q3 2024 and has held it in 8 quarters since.
  • 572 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q2 2026.

Based on Benjamin Edwards Inc's 13F filing for Q2 2026, filed 24 Jul 2026.