Capital Analysts LLC’s Mitsubishi UFJ Financial MUFG Stock Holding History

Capital Analysts LLC’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	$43K	Sell	2,165 -250	-10%	-$4.71K	﹤0.01%	1027
2026 Q1	$41K	Sell	2,415 -824	-25%	-$14.7K	﹤0.01%	980
2025 Q4	$52K	Buy	3,239 +985	+44%	+$15.2K	﹤0.01%	906
2025 Q3	$36K	Hold	2,254	–	–	﹤0.01%	950
2025 Q2	$31K	Sell	2,254 -380	-14%	-$4.91K	﹤0.01%	910
2025 Q1	$36K	Hold	2,634	–	–	﹤0.01%	861
2024 Q4	$31K	Hold	2,634	–	–	﹤0.01%	844
2024 Q3	$27K	Buy	+2,634	New	+$27.8K	﹤0.01%	844

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

Capital Analysts LLC's MUFG Position: Q2 2026 in Review

Capital Analysts LLC reduced its Mitsubishi UFJ Financial (MUFG) stake by 10% in Q2 2026, selling an estimated $4.71K and leaving 2,165 shares worth $43K. The position accounts for ﹤0.01% of the portfolio, ranked #1027.

Capital Analysts LLC first reported a position in MUFG in Q3 2024 and has held it in 8 quarters since. The position peaked at $52K in Q4 2025. 576 funds tracked by Wall St. Rank hold MUFG as of Q2 2026.

Capital Analysts LLC held 2,165 shares of Mitsubishi UFJ Financial worth $43K as of Q2 2026.
Capital Analysts LLC sold 250 Mitsubishi UFJ Financial shares in Q2 2026, an estimated $4.71K.
Mitsubishi UFJ Financial made up ﹤0.01% of Capital Analysts LLC's portfolio in Q2 2026, its #1027 holding.
Capital Analysts LLC first reported a position in Mitsubishi UFJ Financial in Q3 2024 and has held it in 8 quarters since.
Capital Analysts LLC's Mitsubishi UFJ Financial position peaked at $52K in Q4 2025.
576 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q2 2026.

Based on Capital Analysts LLC's 13F filing for Q2 2026, filed 5 Aug 2026.