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Brinker Capital Investments’s Mitsubishi UFJ Financial MUFG Stock Holding History

Brinker Capital Investments’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 		$5.62M Sell
282,623
-50,920
-15% -$959K 0.04% 359
2026
Q1 		$5.66M Sell
333,543
-1,337
-0.4% -$23.8K 0.05% 336
2025
Q4 		$5.31M Sell
334,880
-114,654
-26% -$1.77M 0.04% 415
2025
Q3 		$7.17M Buy
449,534
+10,552
+2% +$156K 0.06% 309
2025
Q2 		$6.02M Buy
438,982
+13,485
+3% +$174K 0.05% 329
2025
Q1 		$5.8M Buy
425,497
+35,807
+9% +$461K 0.06% 313
2024
Q4 		$4.57M Buy
389,690
+137,224
+54% +$1.54M 0.05% 357
2024
Q3 		$2.57M Sell
252,466
-46,068
-15% -$486K 0.03% 565
2024
Q2 		$3.22M Buy
298,534
+16,257
+6% +$165K 0.03% 440
2024
Q1 		$2.89M Sell
282,277
-9,420
-3% -$91.1K 0.03% 496
2023
Q4 		$2.59M Sell
291,697
-10,968
-4% -$92.5K 0.03% 514
2023
Q3 		$2.57M Sell
302,665
-16,317
-5% -$130K 0.03% 503
2023
Q2 		$2.35M Sell
318,982
-32,484
-9% -$216K 0.03% 579
2023
Q1 		$2.25M Buy
351,466
+8,118
+2% +$56.8K 0.03% 544
2022
Q4 		$2.29M Buy
343,348
+14,066
+4% +$72.8K 0.05% 419
2022
Q3 		$1.48M Buy
329,282
+10,683
+3% +$55.6K 0.03% 561
2022
Q2 		$1.7M Buy
318,599
+28,084
+10% +$162K 0.03% 540
2022
Q1 		$1.8M Buy
290,515
+6,271
+2% +$39K 0.03% 564
2021
Q4 		$1.55M Sell
284,244
-8,314
-3% -$46.8K 0.02% 663
2021
Q3 		$1.59M Hold
292,558
– – 0.03% 614
2021
Q2 		$1.59M Buy
292,558
+85,879
+42% +$477K 0.02% 670
2021
Q1 		$1.11M Buy
206,679
+182,821
+766% +$943K 0.02% 674
2020
Q4 		$106K Sell
23,858
-158,780
-87% -$675K ﹤0.01% 1006
2020
Q3 		$732K Buy
+182,638
New +$737K 0.01% 802

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

Brinker Capital Investments's MUFG Position: Q2 2026 in Review

Brinker Capital Investments reduced its Mitsubishi UFJ Financial (MUFG) stake by 15% in Q2 2026, selling an estimated $959K and leaving 282,623 shares worth $5.62M. The position accounts for 0.04% of the portfolio, ranked #359.

Brinker Capital Investments first reported a position in MUFG in Q3 2020 and has held it in 24 quarters since. The position peaked at $7.17M in Q3 2025. 576 funds tracked by Wall St. Rank hold MUFG as of Q2 2026.

  • Brinker Capital Investments held 282,623 shares of Mitsubishi UFJ Financial worth $5.62M as of Q2 2026.
  • Brinker Capital Investments sold 50,920 Mitsubishi UFJ Financial shares in Q2 2026, an estimated $959K.
  • Mitsubishi UFJ Financial made up 0.04% of Brinker Capital Investments's portfolio in Q2 2026, its #359 holding.
  • Brinker Capital Investments first reported a position in Mitsubishi UFJ Financial in Q3 2020 and has held it in 24 quarters since.
  • Brinker Capital Investments's Mitsubishi UFJ Financial position peaked at $7.17M in Q3 2025.
  • 576 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q2 2026.

Based on Brinker Capital Investments's 13F filing for Q2 2026, filed 14 Aug 2026.