CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s Mitsubishi UFJ Financial MUFG Stock Holding History

CAPTRUST Financial 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 		$2.61M Sell
131,409
-186,559
-59% -$3.51M ﹤0.01% 1153
2026
Q1 		$5.4M Buy
317,968
+233,067
+275% +$4.15M 0.01% 738
2025
Q4 		$1.35M Sell
84,901
-7,315
-8% -$113K ﹤0.01% 1319
2025
Q3 		$1.47M Buy
92,216
+2,835
+3% +$42K ﹤0.01% 1205
2025
Q2 		$1.23M Sell
89,381
-767
-0.9% -$9.92K ﹤0.01% 1233
2025
Q1 		$1.23M Buy
90,148
+48,109
+114% +$620K ﹤0.01% 1158
2024
Q4 		$493K Sell
42,039
-45,517
-52% -$512K ﹤0.01% 1608
2024
Q3 		$891K Buy
87,556
+10,434
+14% +$110K ﹤0.01% 1253
2024
Q2 		$833K Buy
77,122
+8,736
+13% +$88.6K ﹤0.01% 1241
2024
Q1 		$700K Sell
68,386
-13,187
-16% -$128K ﹤0.01% 1323
2023
Q4 		$702K Buy
81,573
+3,432
+4% +$29K ﹤0.01% 1492
2023
Q3 		$663K Buy
78,141
+13,752
+21% +$110K ﹤0.01% 1457
2023
Q2 		$475K Buy
64,389
+238
+0.4% +$1.58K ﹤0.01% 1654
2023
Q1 		$410K Buy
64,151
+8,915
+16% +$62.4K ﹤0.01% 1514
2022
Q4 		$368K Buy
55,236
+23,731
+75% +$123K ﹤0.01% 1508
2022
Q3 		$142K Sell
31,505
-26,509
-46% -$138K ﹤0.01% 1882
2022
Q2 		$310K Buy
58,014
+29,642
+104% +$171K ﹤0.01% 1406
2022
Q1 		$176K Sell
28,372
-3,902
-12% -$24.2K ﹤0.01% 1818
2021
Q4 		$176K Buy
32,274
+7,106
+28% +$40K ﹤0.01% 1733
2021
Q3 		$149K Hold
25,168
– – ﹤0.01% 1769
2021
Q2 		$136K Sell
25,168
-113
-0.4% -$628 ﹤0.01% 1789
2021
Q1 		$136K Buy
25,281
+2,864
+13% +$14.8K ﹤0.01% 1748
2020
Q4 		$99K Buy
22,417
+15,008
+203% +$63.8K ﹤0.01% 1504
2020
Q3 		$30K Buy
7,409
+6,000
+426% +$24.2K ﹤0.01% 1803
2020
Q2 		$5K Buy
+1,409
New +$5.58K ﹤0.01% 2395

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

CAPTRUST Financial Advisors's MUFG Position: Q2 2026 in Review

CAPTRUST Financial Advisors reduced its Mitsubishi UFJ Financial (MUFG) stake by 59% in Q2 2026, selling an estimated $3.51M and leaving 131,409 shares worth $2.61M. The position accounts for ﹤0.01% of the portfolio, ranked #1153.

CAPTRUST Financial Advisors first reported a position in MUFG in Q2 2020 and has held it in 25 quarters since. The position peaked at $5.4M in Q1 2026. 576 funds tracked by Wall St. Rank hold MUFG as of Q2 2026.

  • CAPTRUST Financial Advisors held 131,409 shares of Mitsubishi UFJ Financial worth $2.61M as of Q2 2026.
  • CAPTRUST Financial Advisors sold 186,559 Mitsubishi UFJ Financial shares in Q2 2026, an estimated $3.51M.
  • Mitsubishi UFJ Financial made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q2 2026, its #1153 holding.
  • CAPTRUST Financial Advisors first reported a position in Mitsubishi UFJ Financial in Q2 2020 and has held it in 25 quarters since.
  • CAPTRUST Financial Advisors's Mitsubishi UFJ Financial position peaked at $5.4M in Q1 2026.
  • 576 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q2 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.