Cetera Trust Company’s Mitsubishi UFJ Financial MUFG Stock Holding History

Cetera Trust Company’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 Q1	$560K	Hold	33,020	–	–	0.32%	64
2025 Q4	$524K	Hold	33,020	–	–	0.28%	67
2025 Q3	$526K	Hold	33,020	–	–	0.29%	65
2025 Q2	$453K	Buy	33,020 +800	+2%	+$10.3K	0.27%	70
2025 Q1	$439K	Sell	32,220 -575	-2%	-$7.41K	0.28%	62
2024 Q4	$384K	Sell	32,795 -800	-2%	-$8.99K	0.25%	66
2024 Q3	$342K	Hold	33,595	–	–	0.21%	89
2024 Q2	$363K	Hold	33,595	–	–	0.23%	76
2024 Q1	$344K	Hold	33,595	–	–	0.21%	81
2023 Q4	$289K	Buy	+33,595	New	+$283K	0.18%	102

Other funds holding MUFG

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Cetera Trust Company's MUFG Position: Q1 2026 in Review

Cetera Trust Company held its Mitsubishi UFJ Financial (MUFG) position steady in Q1 2026 at 33,020 shares worth $560K. The position accounts for 0.32% of the portfolio, ranked #64.

Cetera Trust Company first reported a position in MUFG in Q4 2023 and has held it in 10 quarters since. 537 funds tracked by Wall St. Rank hold MUFG as of Q1 2026.

Cetera Trust Company held 33,020 shares of Mitsubishi UFJ Financial worth $560K as of Q1 2026.
Cetera Trust Company left its Mitsubishi UFJ Financial share count unchanged in Q1 2026.
Mitsubishi UFJ Financial made up 0.32% of Cetera Trust Company's portfolio in Q1 2026, its #64 holding.
Cetera Trust Company first reported a position in Mitsubishi UFJ Financial in Q4 2023 and has held it in 10 quarters since.
537 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q1 2026.

Based on Cetera Trust Company's 13F filing for Q1 2026, filed 8 May 2026.