BFG
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Bleakley Financial Group’s Mitsubishi UFJ Financial MUFG Stock Holding History

Bleakley Financial Group’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 		$787K Buy
39,571
+12,281
+45% +$231K 0.01% 711
2026
Q1 		$463K Buy
27,290
+2,316
+9% +$41.2K 0.01% 646
2025
Q4 		$396K Sell
24,974
-6,327
-20% -$97.8K 0.01% 620
2025
Q3 		$499K Buy
31,301
+571
+2% +$8.45K 0.01% 504
2025
Q2 		$422K Sell
30,730
-1,044
-3% -$13.5K 0.01% 507
2025
Q1 		$433K Buy
31,774
+1,923
+6% +$24.8K 0.01% 448
2024
Q4 		$350K Buy
29,851
+4,238
+17% +$47.6K 0.01% 741
2024
Q3 		$261K Buy
25,613
+2,701
+12% +$28.5K 0.01% 834
2024
Q2 		$247K Sell
22,912
-42,499
-65% -$431K 0.01% 816
2024
Q1 		$669K Buy
65,411
+5,914
+10% +$57.2K 0.02% 533
2023
Q4 		$512K Buy
59,497
+2,253
+4% +$19K 0.02% 583
2023
Q3 		$486K Sell
57,244
-135
-0.2% -$1.08K 0.02% 544
2023
Q2 		$423K Sell
57,379
-3,555
-6% -$23.7K 0.01% 629
2023
Q1 		$389K Sell
60,934
-13,106
-18% -$91.7K 0.01% 637
2022
Q4 		$494K Buy
+74,040
New +$383K 0.02% 559

Other funds holding MUFG

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
TAM
Todd Asset Management Louisville, Kentucky $5.63B AUM 45.28% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Bleakley Financial Group's MUFG Position: Q2 2026 in Review

Bleakley Financial Group increased its Mitsubishi UFJ Financial (MUFG) stake by 45% in Q2 2026, buying an estimated $231K and bringing the position to 39,571 shares worth $787K. The position accounts for 0.01% of the portfolio, ranked #711.

Bleakley Financial Group first reported a position in MUFG in Q4 2022 and has held it in 15 quarters since. 332 funds tracked by Wall St. Rank hold MUFG as of Q2 2026.

  • Bleakley Financial Group held 39,571 shares of Mitsubishi UFJ Financial worth $787K as of Q2 2026.
  • Bleakley Financial Group bought 12,281 Mitsubishi UFJ Financial shares in Q2 2026, an estimated $231K.
  • Mitsubishi UFJ Financial made up 0.01% of Bleakley Financial Group's portfolio in Q2 2026, its #711 holding.
  • Bleakley Financial Group first reported a position in Mitsubishi UFJ Financial in Q4 2022 and has held it in 15 quarters since.
  • 332 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q2 2026.

Based on Bleakley Financial Group's 13F filing for Q2 2026, filed 5 Aug 2026.