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Cassaday & Co Wealth Management’s Mitsubishi UFJ Financial MUFG Stock Holding History

Cassaday & Co Wealth Management’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 		$15.8K Hold
796
– – ﹤0.01% 805
2026
Q1 		$13.5K Buy
+796
New +$14.2K ﹤0.01% 838

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

Cassaday & Co Wealth Management's MUFG Position: Q2 2026 in Review

Cassaday & Co Wealth Management held its Mitsubishi UFJ Financial (MUFG) position steady in Q2 2026 at 796 shares worth $15.8K. The position accounts for ﹤0.01% of the portfolio, ranked #805.

Cassaday & Co Wealth Management first reported a position in MUFG in Q1 2026 and has held it in 2 quarters since. 576 funds tracked by Wall St. Rank hold MUFG as of Q2 2026.

  • Cassaday & Co Wealth Management held 796 shares of Mitsubishi UFJ Financial worth $15.8K as of Q2 2026.
  • Cassaday & Co Wealth Management left its Mitsubishi UFJ Financial share count unchanged in Q2 2026.
  • Mitsubishi UFJ Financial made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #805 holding.
  • Cassaday & Co Wealth Management first reported a position in Mitsubishi UFJ Financial in Q1 2026 and has held it in 2 quarters since.
  • 576 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.