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Bravera Wealth’s Mitsubishi UFJ Financial MUFG Stock Holding History

Bravera Wealth’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 		$9.45K Hold
475
– – ﹤0.01% 277
2026
Q1 		$8.06K Hold
475
– – ﹤0.01% 308
2025
Q4 		$7.53K Buy
+475
New +$7.34K ﹤0.01% 300

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

Bravera Wealth's MUFG Position: Q2 2026 in Review

Bravera Wealth held its Mitsubishi UFJ Financial (MUFG) position steady in Q2 2026 at 475 shares worth $9.45K. The position accounts for ﹤0.01% of the portfolio, ranked #277.

Bravera Wealth first reported a position in MUFG in Q4 2025 and has held it in 3 quarters since. 154 funds tracked by Wall St. Rank hold MUFG as of Q2 2026.

  • Bravera Wealth held 475 shares of Mitsubishi UFJ Financial worth $9.45K as of Q2 2026.
  • Bravera Wealth left its Mitsubishi UFJ Financial share count unchanged in Q2 2026.
  • Mitsubishi UFJ Financial made up ﹤0.01% of Bravera Wealth's portfolio in Q2 2026, its #277 holding.
  • Bravera Wealth first reported a position in Mitsubishi UFJ Financial in Q4 2025 and has held it in 3 quarters since.
  • 154 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q2 2026.

Based on Bravera Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.