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Canopy Partners’s Mitsubishi UFJ Financial MUFG Stock Holding History

Canopy Partners’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 		$318K Buy
15,989
+1,122
+8% +$21.1K 0.1% 173
2026
Q1 		$252K Sell
14,867
-291
-2% -$5.18K 0.09% 194
2025
Q4 		$240K Buy
15,158
+582
+4% +$9K 0.08% 197
2025
Q3 		$232K Buy
14,576
+1,123
+8% +$16.6K 0.08% 199
2025
Q2 		$185K Buy
13,453
+313
+2% +$4.05K 0.07% 212
2025
Q1 		$179K Buy
13,140
+15
+0.1% +$193 0.07% 201
2024
Q4 		$154K Buy
13,125
+72
+0.6% +$810 0.06% 196
2024
Q3 		$133K Buy
13,053
+581
+5% +$6.13K 0.06% 195
2024
Q2 		$135K Buy
12,472
+646
+5% +$6.55K 0.06% 184
2024
Q1 		$121K Buy
+11,826
New +$114K 0.06% 186

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

Canopy Partners's MUFG Position: Q2 2026 in Review

Canopy Partners increased its Mitsubishi UFJ Financial (MUFG) stake by 7.5% in Q2 2026, buying an estimated $21.1K and bringing the position to 15,989 shares worth $318K. The position accounts for 0.1% of the portfolio, ranked #173.

Canopy Partners first reported a position in MUFG in Q1 2024 and has held it in 10 quarters since. 153 funds tracked by Wall St. Rank hold MUFG as of Q2 2026.

  • Canopy Partners held 15,989 shares of Mitsubishi UFJ Financial worth $318K as of Q2 2026.
  • Canopy Partners bought 1,122 Mitsubishi UFJ Financial shares in Q2 2026, an estimated $21.1K.
  • Mitsubishi UFJ Financial made up 0.1% of Canopy Partners's portfolio in Q2 2026, its #173 holding.
  • Canopy Partners first reported a position in Mitsubishi UFJ Financial in Q1 2024 and has held it in 10 quarters since.
  • 153 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q2 2026.

Based on Canopy Partners's 13F filing for Q2 2026, filed 22 Jul 2026.