Cetera Investment Advisers
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Cetera Investment Advisers’s Mitsubishi UFJ Financial MUFG Stock Holding History

Cetera Investment Advisers’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 		$7.98M Sell
401,405
-35,913
-8% -$677K 0.01% 1289
2026
Q1 		$7.42M Buy
437,318
+52,535
+14% +$935K 0.01% 1257
2025
Q4 		$6.1M Buy
384,783
+7,144
+2% +$110K 0.01% 1323
2025
Q3 		$6.02M Buy
377,639
+232,294
+160% +$3.44M 0.01% 1292
2025
Q2 		$1.99M Buy
145,345
+3,361
+2% +$43.5K ﹤0.01% 1846
2025
Q1 		$1.94M Buy
141,984
+13,904
+11% +$179K ﹤0.01% 1778
2024
Q4 		$1.5M Buy
128,080
+3,790
+3% +$42.6K ﹤0.01% 1870
2024
Q3 		$1.27M Sell
124,290
-7,735
-6% -$81.7K ﹤0.01% 1950
2024
Q2 		$1.43M Buy
132,025
+2,657
+2% +$26.9K ﹤0.01% 1819
2024
Q1 		$1.32M Buy
129,368
+108,264
+513% +$1.05M ﹤0.01% 1863
2023
Q4 		$182K Sell
21,104
-844
-4% -$7.12K ﹤0.01% 2062
2023
Q3 		$186K Sell
21,948
-3,500
-14% -$27.9K ﹤0.01% 1996
2023
Q2 		$188K Buy
25,448
+92
+0.4% +$613 ﹤0.01% 2002
2023
Q1 		$162K Sell
25,356
-4,644
-15% -$32.5K ﹤0.01% 1995
2022
Q4 		$200K Buy
30,000
+10,632
+55% +$55K ﹤0.01% 1906
2022
Q3 		$87K Buy
19,368
+285
+1% +$1.48K ﹤0.01% 1594
2022
Q2 		$102K Buy
+19,083
New +$110K ﹤0.01% 1738
2022
Q1 		– Sell
-12,048
Closed -$66K – 1956
2021
Q4 		$66K Sell
12,048
-2,168
-15% -$12.2K ﹤0.01% 1820
2021
Q3 		$84K Buy
14,216
+312
+2% +$1.73K ﹤0.01% 1746
2021
Q2 		$75K Sell
13,904
-5,019
-27% -$27.9K ﹤0.01% 1740
2021
Q1 		$102K Buy
+18,923
New +$97.6K ﹤0.01% 1552

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

Cetera Investment Advisers's MUFG Position: Q2 2026 in Review

Cetera Investment Advisers reduced its Mitsubishi UFJ Financial (MUFG) stake by 8.2% in Q2 2026, selling an estimated $677K and leaving 401,405 shares worth $7.98M. The position accounts for 0.01% of the portfolio, ranked #1289.

Cetera Investment Advisers first reported a position in MUFG in Q1 2021 and has held it in 21 quarters since. 576 funds tracked by Wall St. Rank hold MUFG as of Q2 2026.

  • Cetera Investment Advisers held 401,405 shares of Mitsubishi UFJ Financial worth $7.98M as of Q2 2026.
  • Cetera Investment Advisers sold 35,913 Mitsubishi UFJ Financial shares in Q2 2026, an estimated $677K.
  • Mitsubishi UFJ Financial made up 0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #1289 holding.
  • Cetera Investment Advisers first reported a position in Mitsubishi UFJ Financial in Q1 2021 and has held it in 21 quarters since.
  • 576 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.