Bruce G. Allen Investments’s Mitsubishi UFJ Financial MUFG Stock Holding History

Bruce G. Allen 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	$12.2K	Hold	611	–	–	0.01%	461
2026 Q1	$10.4K	Hold	611	–	–	0.01%	480
2025 Q4	$9.69K	Hold	611	–	–	0.01%	477
2025 Q3	$9.74K	Hold	611	–	–	0.01%	481
2025 Q2	$8.38K	Hold	611	–	–	0.01%	500
2025 Q1	$8.33K	Hold	611	–	–	0.01%	488
2024 Q4	$7.16K	Hold	611	–	–	0.01%	532
2024 Q3	$6.22K	Hold	611	–	–	﹤0.01%	548
2024 Q2	$6.6K	Hold	611	–	–	0.01%	530
2024 Q1	$6.25K	Hold	611	–	–	0.01%	552
2023 Q4	$5.26K	Buy	+611	New	+$5.15K	﹤0.01%	580

Other funds holding MUFG

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Chevy Chase Trust Bethesda, Maryland $38.8B AUM 41.35% 1-Year Est. Return

Bruce G. Allen Investments's MUFG Position: Q2 2026 in Review

Bruce G. Allen Investments held its Mitsubishi UFJ Financial (MUFG) position steady in Q2 2026 at 611 shares worth $12.2K. The position accounts for 0.01% of the portfolio, ranked #461.

Bruce G. Allen Investments first reported a position in MUFG in Q4 2023 and has held it in 11 quarters since. 572 funds tracked by Wall St. Rank hold MUFG as of Q2 2026.

Bruce G. Allen Investments held 611 shares of Mitsubishi UFJ Financial worth $12.2K as of Q2 2026.
Bruce G. Allen Investments left its Mitsubishi UFJ Financial share count unchanged in Q2 2026.
Mitsubishi UFJ Financial made up 0.01% of Bruce G. Allen Investments's portfolio in Q2 2026, its #461 holding.
Bruce G. Allen Investments first reported a position in Mitsubishi UFJ Financial in Q4 2023 and has held it in 11 quarters since.
572 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q2 2026.

Based on Bruce G. Allen Investments's 13F filing for Q2 2026, filed 31 Jul 2026.