Cetera Trust Company
MUFG icon

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
Q3 		$762K Hold
33,020
– – 0.39% 61
2026
Q2 		$657K Hold
33,020
– – 0.33% 63
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% -$9K 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
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Chevy Chase Trust
Chevy Chase Trust Bethesda, Maryland $40.4B AUM 35.78% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 20.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Todd Asset Management
Todd Asset Management Louisville, Kentucky $5.51B AUM 33.77% 1-Year Est. Return
Aviso Financial
Aviso Financial Toronto, Ontario, Canada $2.94B AUM 20.19% 1-Year Est. Return

Cetera Trust Company's MUFG Position: Q3 2026 in Review

Cetera Trust Company held its Mitsubishi UFJ Financial (MUFG) position steady in Q3 2026 at 33,020 shares worth $762K. The position accounts for 0.39% of the portfolio, ranked #61.

Cetera Trust Company first reported a position in MUFG in Q4 2023 and has held it in 12 quarters since. 504 funds tracked by Wall St. Rank hold MUFG as of Q3 2026.

  • Cetera Trust Company held 33,020 shares of Mitsubishi UFJ Financial worth $762K as of Q3 2026.
  • Cetera Trust Company left its Mitsubishi UFJ Financial share count unchanged in Q3 2026.
  • Mitsubishi UFJ Financial made up 0.39% of Cetera Trust Company's portfolio in Q3 2026, its #61 holding.
  • Cetera Trust Company first reported a position in Mitsubishi UFJ Financial in Q4 2023 and has held it in 12 quarters since.
  • 504 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q3 2026.

Based on Cetera Trust Company's 13F filing for Q3 2026, filed 9 Nov 2026.