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Bogart Wealth LLC’s Mitsubishi UFJ Financial MUFG Stock Holding History

Bogart Wealth LLC’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 		$5.59K Buy
281
+110
+64% +$2.07K ﹤0.01% 1171
2026
Q1 		$2.9K Buy
+171
New +$3.04K ﹤0.01% 1194

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
BCAM
Boston Common Asset Management Boston, Massachusetts $1.69B AUM 28.29% 1-Year Est. Return
AAM
Augustine Asset Management Jacksonville, Florida $494M AUM 76.22% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
GI
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
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Bogart Wealth LLC's MUFG Position: Q2 2026 in Review

Bogart Wealth LLC increased its Mitsubishi UFJ Financial (MUFG) stake by 64% in Q2 2026, buying an estimated $2.07K and bringing the position to 281 shares worth $5.59K. The position accounts for ﹤0.01% of the portfolio, ranked #1171.

Bogart Wealth LLC first reported a position in MUFG in Q1 2026 and has held it in 2 quarters since. 153 funds tracked by Wall St. Rank hold MUFG as of Q2 2026.

  • Bogart Wealth LLC held 281 shares of Mitsubishi UFJ Financial worth $5.59K as of Q2 2026.
  • Bogart Wealth LLC bought 110 Mitsubishi UFJ Financial shares in Q2 2026, an estimated $2.07K.
  • Mitsubishi UFJ Financial made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #1171 holding.
  • Bogart Wealth LLC first reported a position in Mitsubishi UFJ Financial in Q1 2026 and has held it in 2 quarters since.
  • 153 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.