Cambridge Investment Research Advisors
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Cambridge Investment Research Advisors’s Mitsubishi UFJ Financial MUFG Stock Holding History

Cambridge Investment Research Advisors’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 		$353K Buy
17,740
+2,652
+18% +$50K ﹤0.01% 3301
2026
Q1 		$256K Buy
15,088
+555
+4% +$9.88K ﹤0.01% 3425
2025
Q4 		$230K Sell
14,533
-3,992
-22% -$61.7K ﹤0.01% 3458
2025
Q3 		$295K Buy
18,525
+2,902
+19% +$43K ﹤0.01% 3123
2025
Q2 		$214K Buy
15,623
+1,832
+13% +$23.7K ﹤0.01% 3294
2025
Q1 		$188K Buy
13,791
+124
+0.9% +$1.6K ﹤0.01% 3224
2024
Q4 		$160K Sell
13,667
-47
-0.3% -$528 ﹤0.01% 3238
2024
Q3 		$140K Buy
13,714
+104
+0.8% +$1.1K ﹤0.01% 3219
2024
Q2 		$147K Buy
13,610
+3,479
+34% +$35.3K ﹤0.01% 3106
2024
Q1 		$104K Sell
10,131
-969
-9% -$9.38K ﹤0.01% 3148
2023
Q4 		$96K Sell
11,100
-1,342
-11% -$11.3K ﹤0.01% 3038
2023
Q3 		$106K Buy
12,442
+1,802
+17% +$14.4K ﹤0.01% 2955
2023
Q2 		$78K Buy
+10,640
New +$70.8K ﹤0.01% 3040
2022
Q1 		– Sell
-12,342
Closed -$67K – 3256
2021
Q4 		$67K Buy
+12,342
New +$69.5K ﹤0.01% 3074
2021
Q2 		– Sell
-16,255
Closed -$87K – 3152
2021
Q1 		$87K Buy
+16,255
New +$83.9K ﹤0.01% 2776
2018
Q2 		– Sell
-10,776
Closed -$72K – 2236
2018
Q1 		$72K Buy
+10,776
New +$78.5K ﹤0.01% 2078

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

Cambridge Investment Research Advisors's MUFG Position: Q2 2026 in Review

Cambridge Investment Research Advisors increased its Mitsubishi UFJ Financial (MUFG) stake by 18% in Q2 2026, buying an estimated $50K and bringing the position to 17,740 shares worth $353K. The position accounts for ﹤0.01% of the portfolio, ranked #3301.

Cambridge Investment Research Advisors first reported a position in MUFG in Q1 2018 and has held it in 16 quarters since. 572 funds tracked by Wall St. Rank hold MUFG as of Q2 2026.

  • Cambridge Investment Research Advisors held 17,740 shares of Mitsubishi UFJ Financial worth $353K as of Q2 2026.
  • Cambridge Investment Research Advisors bought 2,652 Mitsubishi UFJ Financial shares in Q2 2026, an estimated $50K.
  • Mitsubishi UFJ Financial made up ﹤0.01% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #3301 holding.
  • Cambridge Investment Research Advisors first reported a position in Mitsubishi UFJ Financial in Q1 2018 and has held it in 16 quarters since.
  • 572 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.