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Cary Street Partners Investment Advisory’s Mitsubishi UFJ Financial MUFG Stock Holding History

Cary Street Partners Investment Advisory’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 		$232K Buy
11,664
+988
+9% +$18.6K 0.05% 341
2026
Q1 		$181K Buy
10,676
+406
+4% +$7.23K 0.05% 364
2025
Q4 		$163K Buy
+10,270
New +$159K 0.04% 359
2025
Q1 		– Sell
-1,820
Closed -$21.3K – 588
2024
Q4 		$21.3K Buy
+1,820
New +$20.5K 0.01% 402
2024
Q3 		– Sell
-10,262
Closed -$111K – 777
2024
Q2 		$111K Buy
+10,262
New +$104K ﹤0.01% 735

Other funds holding MUFG

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
TAM
Todd Asset Management Louisville, Kentucky $5.63B AUM 45.28% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

Cary Street Partners Investment Advisory's MUFG Position: Q2 2026 in Review

Cary Street Partners Investment Advisory increased its Mitsubishi UFJ Financial (MUFG) stake by 9.3% in Q2 2026, buying an estimated $18.6K and bringing the position to 11,664 shares worth $232K. The position accounts for 0.05% of the portfolio, ranked #341.

Cary Street Partners Investment Advisory first reported a position in MUFG in Q2 2024 and has held it in 5 quarters since. 395 funds tracked by Wall St. Rank hold MUFG as of Q2 2026.

  • Cary Street Partners Investment Advisory held 11,664 shares of Mitsubishi UFJ Financial worth $232K as of Q2 2026.
  • Cary Street Partners Investment Advisory bought 988 Mitsubishi UFJ Financial shares in Q2 2026, an estimated $18.6K.
  • Mitsubishi UFJ Financial made up 0.05% of Cary Street Partners Investment Advisory's portfolio in Q2 2026, its #341 holding.
  • Cary Street Partners Investment Advisory first reported a position in Mitsubishi UFJ Financial in Q2 2024 and has held it in 5 quarters since.
  • 395 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q2 2026.

Based on Cary Street Partners Investment Advisory's 13F filing for Q2 2026, filed 17 Jul 2026.