Carter Financial Group
MUFG icon

Carter Financial Group’s Mitsubishi UFJ Financial MUFG Stock Holding History

Carter Financial Group’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
Q3 		$441K Buy
+19,107
New +$431K 0.22% 76
2025
Q4 		– Sell
-16,752
Closed -$267K – 129
2025
Q3 		$267K Buy
+16,752
New +$248K 0.16% 92

Other funds holding MUFG

Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Todd Asset Management
Todd Asset Management Louisville, Kentucky $5.51B AUM 33.77% 1-Year Est. Return
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky Frankfort, Kentucky $14.7B AUM 33.6% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Crossmark Global Holdings
Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return

Carter Financial Group's MUFG Position: Q3 2026 in Review

Carter Financial Group opened a new position in Mitsubishi UFJ Financial (MUFG) in Q3 2026: 19,107 shares worth $441K. The stake represents 0.22% of the portfolio and ranks #76 among its holdings. This is a return to the name: Carter Financial Group previously reported a position in MUFG as recently as Q3 2025.

Carter Financial Group first reported a position in MUFG in Q3 2025 and has held it in 2 quarters since. 342 funds tracked by Wall St. Rank hold MUFG as of Q3 2026.

  • Carter Financial Group held 19,107 shares of Mitsubishi UFJ Financial worth $441K as of Q3 2026.
  • Mitsubishi UFJ Financial was a new Carter Financial Group position in Q3 2026.
  • Mitsubishi UFJ Financial made up 0.22% of Carter Financial Group's portfolio in Q3 2026, its #76 holding.
  • Carter Financial Group first reported a position in Mitsubishi UFJ Financial in Q3 2025 and has held it in 2 quarters since.
  • 342 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q3 2026.

Based on Carter Financial Group's 13F filing for Q3 2026, filed 21 Oct 2026.