Cerity Partners’s Mitsubishi UFJ Financial MUFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $14.9M | Sell |
748,920
-43,550
| -5% | -$820K | 0.02% | 578 |
|
|
2026
Q1 | $13.4M | Buy |
792,470
+38,460
| +5% | +$685K | 0.02% | 577 |
|
|
2025
Q4 | $12M | Buy |
754,010
+4,788
| +0.6% | +$74K | 0.02% | 574 |
|
|
2025
Q3 | $11.9M | Sell |
749,222
-28,624
| -4% | -$424K | 0.02% | 516 |
|
|
2025
Q2 | $10.7M | Buy |
777,846
+2,292
| +0.3% | +$29.6K | 0.02% | 507 |
|
|
2025
Q1 | $10.6M | Sell |
775,554
-8,443
| -1% | -$109K | 0.02% | 475 |
|
|
2024
Q4 | $8.36M | Sell |
783,997
-34,017
| -4% | -$382K | 0.02% | 543 |
|
|
2024
Q3 | $8.33M | Buy |
818,014
+189,887
| +30% | +$2M | 0.02% | 548 |
|
|
2024
Q2 | $6.78M | Sell |
628,127
-184,456
| -23% | -$1.87M | 0.02% | 523 |
|
|
2024
Q1 | $8.31M | Buy |
812,583
+536,100
| +194% | +$5.19M | 0.02% | 508 |
|
|
2023
Q4 | $2.38M | Buy |
276,483
+49,217
| +22% | +$415K | 0.01% | 718 |
|
|
2023
Q3 | $1.93M | Sell |
227,266
-40,739
| -15% | -$325K | 0.01% | 593 |
|
|
2023
Q2 | $1.98M | Sell |
268,005
-5,023
| -2% | -$33.4K | 0.01% | 737 |
|
|
2023
Q1 | $1.74M | Buy |
273,028
+65,927
| +32% | +$461K | ﹤0.01% | 763 |
|
|
2022
Q4 | $1.38M | Buy |
207,101
+64,384
| +45% | +$333K | 0.01% | 607 |
|
|
2022
Q3 | $643K | Buy |
142,717
+36,467
| +34% | +$190K | 0.01% | 624 |
|
|
2022
Q2 | $567K | Buy |
106,250
+82,861
| +354% | +$477K | 0.01% | 707 |
|
|
2022
Q1 | $145K | Sell |
23,389
-28,987
| -55% | -$180K | ﹤0.01% | 881 |
|
|
2021
Q4 | $287K | Buy |
+52,376
| New | +$295K | ﹤0.01% | 786 |
|
|
2019
Q4 | – | Sell |
-12,661
| Closed | -$64K | – | 557 |
|
|
2019
Q3 | $64K | Buy |
+12,661
| New | +$62.1K | ﹤0.01% | 469 |
|
|
2019
Q2 | – | Sell |
-78,961
| Closed | -$391K | – | 552 |
|
|
2019
Q1 | $391K | Buy |
78,961
+48,547
| +160% | +$252K | 0.03% | 369 |
|
|
2018
Q4 | $148K | Sell |
30,414
-33,168
| -52% | -$188K | 0.01% | 493 |
|
|
2018
Q3 | $394K | Buy |
63,582
+1,647
| +3% | +$9.94K | 0.03% | 371 |
|
|
2018
Q2 | $350K | Buy |
61,935
+9,275
| +18% | +$58.7K | 0.03% | 392 |
|
|
2018
Q1 | $350K | Sell |
52,660
-9,795
| -16% | -$71.3K | 0.03% | 396 |
|
|
2017
Q4 | $454K | Buy |
62,455
+1,795
| +3% | +$12.2K | 0.03% | 359 |
|
|
2017
Q3 | $391K | Buy |
60,660
+40,208
| +197% | +$254K | 0.03% | 369 |
|
|
2017
Q2 | $72K | Buy |
20,452
+2,209
| +12% | +$14.1K | 0.01% | 342 |
|
|
2017
Q1 | $116K | Buy |
+18,243
| New | +$119K | 0.01% | 424 |
|
Other funds holding MUFG
Cerity Partners's MUFG Position: Q2 2026 in Review
Cerity Partners reduced its Mitsubishi UFJ Financial (MUFG) stake by 5.5% in Q2 2026, selling an estimated $820K and leaving 748,920 shares worth $14.9M. The position accounts for 0.02% of the portfolio, ranked #578.
Cerity Partners first reported a position in MUFG in Q1 2017 and has held it in 29 quarters since. 551 funds tracked by Wall St. Rank hold MUFG as of Q2 2026.
- Cerity Partners held 748,920 shares of Mitsubishi UFJ Financial worth $14.9M as of Q2 2026.
- Cerity Partners sold 43,550 Mitsubishi UFJ Financial shares in Q2 2026, an estimated $820K.
- Mitsubishi UFJ Financial made up 0.02% of Cerity Partners's portfolio in Q2 2026, its #578 holding.
- Cerity Partners first reported a position in Mitsubishi UFJ Financial in Q1 2017 and has held it in 29 quarters since.
- 551 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q2 2026.
Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.