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Checchi Capital Advisers’s Mitsubishi UFJ Financial MUFG Stock Holding History

Checchi Capital 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 		$1.32M Sell
66,298
-698
-1% -$13.1K 0.06% 174
2026
Q1 		$1.14M Sell
66,996
-5,642
-8% -$100K 0.06% 196
2025
Q4 		$1.15M Buy
72,638
+88
+0.1% +$1.36K 0.06% 181
2025
Q3 		$1.16M Buy
72,550
+1,179
+2% +$17.5K 0.06% 181
2025
Q2 		$979K Sell
71,371
-5,192
-7% -$67.1K 0.05% 217
2025
Q1 		$1.04M Buy
76,563
+4,945
+7% +$63.7K 0.06% 206
2024
Q4 		$839K Buy
71,618
+436
+0.6% +$4.9K 0.05% 224
2024
Q3 		$725K Sell
71,182
-433
-0.6% -$4.57K 0.04% 252
2024
Q2 		$773K Buy
71,615
+1,942
+3% +$19.7K 0.04% 226
2024
Q1 		$713K Sell
69,673
-1,302
-2% -$12.6K 0.06% 251
2023
Q4 		$611K Sell
70,975
-2,588
-4% -$21.8K 0.05% 270
2023
Q3 		$625K Buy
73,563
+7,021
+11% +$56K 0.06% 234
2023
Q2 		$490K Buy
66,542
+6,054
+10% +$40.3K 0.04% 295
2023
Q1 		$387K Buy
60,488
+561
+0.9% +$3.93K 0.04% 352
2022
Q4 		$400K Sell
59,927
-3,525
-6% -$18.2K 0.04% 322
2022
Q3 		$286K Buy
63,452
+675
+1% +$3.51K 0.03% 403
2022
Q2 		$356K Buy
62,777
+10,608
+20% +$61.1K 0.03% 374
2022
Q1 		$323K Buy
52,169
+4,972
+11% +$30.9K 0.03% 385
2021
Q4 		$258K Sell
47,197
-6,855
-13% -$38.6K 0.02% 433
2021
Q3 		$321K Buy
54,052
+1,821
+3% +$10.1K 0.03% 346
2021
Q2 		$283K Sell
52,231
-1,026
-2% -$5.7K 0.03% 395
2021
Q1 		$287K Buy
53,257
+3,689
+7% +$19K 0.03% 375
2020
Q4 		$220K Sell
49,568
-1,279
-3% -$5.43K 0.02% 435
2020
Q3 		$204K Buy
50,847
+594
+1% +$2.4K 0.02% 411
2020
Q2 		$197K Sell
50,253
-1,743
-3% -$6.9K 0.02% 417
2020
Q1 		$190K Sell
51,996
-24,466
-32% -$117K 0.02% 350
2019
Q4 		$415K Buy
76,462
+14,101
+23% +$74.4K 0.06% 234
2019
Q3 		$317K Buy
62,361
+96
+0.2% +$471 0.04% 281
2019
Q2 		$296K Sell
62,265
-11,797
-16% -$56.6K 0.04% 300
2019
Q1 		$367K Sell
74,062
-5,071
-6% -$26.4K 0.04% 249
2018
Q4 		$385K Sell
79,133
-8,626
-10% -$48.8K 0.05% 213
2018
Q3 		$543K Buy
87,759
+6,219
+8% +$37.5K 0.06% 193
2018
Q2 		$461K Sell
81,540
-2,511
-3% -$15.9K 0.06% 212
2018
Q1 		$558K Sell
84,051
-23,977
-22% -$175K 0.07% 171
2017
Q4 		$785K Buy
108,028
+29,449
+37% +$201K 0.11% 130
2017
Q3 		$506K Sell
78,579
-3,495
-4% -$22.1K 0.05% 176
2017
Q2 		$554K Sell
82,074
-2,764
-3% -$17.6K 0.06% 161
2017
Q1 		$538K Sell
84,838
-10,013
-11% -$65.5K 0.06% 165
2016
Q4 		$584K Buy
94,851
+8,996
+10% +$51.1K 0.08% 145
2016
Q3 		$434K Buy
85,855
+20,273
+31% +$102K 0.05% 181
2016
Q2 		$291K Buy
65,582
+106
+0.2% +$501 0.03% 243
2016
Q1 		$301K Buy
65,476
+5,968
+10% +$29.1K 0.07% 238
2015
Q4 		$370K Buy
59,508
+6,984
+13% +$45.1K 0.09% 195
2015
Q3 		$320K Sell
52,524
-6,157
-10% -$41.7K 0.09% 198
2015
Q2 		$424K Buy
58,681
+5,433
+10% +$38.7K 0.11% 168
2015
Q1 		$331K Buy
53,248
+20,455
+62% +$121K 0.1% 203
2014
Q4 		$181K Buy
32,793
+12,081
+58% +$67.3K 0.07% 301
2014
Q3 		$116K Buy
20,712
+5,523
+36% +$32.2K 0.05% 268
2014
Q2 		$93K Hold
15,189
– – 0.04% 246
2014
Q1 		$84K Sell
15,189
-5
-0% -$30 0.05% 187
2013
Q4 		$101K Buy
+15,194
New +$97.4K 0.08% 149

Other funds holding MUFG

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
TAM
Todd Asset Management Louisville, Kentucky $5.63B AUM 45.28% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Checchi Capital Advisers's MUFG Position: Q2 2026 in Review

Checchi Capital Advisers reduced its Mitsubishi UFJ Financial (MUFG) stake by 1% in Q2 2026, selling an estimated $13.1K and leaving 66,298 shares worth $1.32M. The position accounts for 0.06% of the portfolio, ranked #174.

Checchi Capital Advisers first reported a position in MUFG in Q4 2013 and has held it in 51 quarters since. 332 funds tracked by Wall St. Rank hold MUFG as of Q2 2026.

  • Checchi Capital Advisers held 66,298 shares of Mitsubishi UFJ Financial worth $1.32M as of Q2 2026.
  • Checchi Capital Advisers sold 698 Mitsubishi UFJ Financial shares in Q2 2026, an estimated $13.1K.
  • Mitsubishi UFJ Financial made up 0.06% of Checchi Capital Advisers's portfolio in Q2 2026, its #174 holding.
  • Checchi Capital Advisers first reported a position in Mitsubishi UFJ Financial in Q4 2013 and has held it in 51 quarters since.
  • 332 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q2 2026.

Based on Checchi Capital Advisers's 13F filing for Q2 2026, filed 4 Aug 2026.