Choate Investment Advisors’s Mitsubishi UFJ Financial MUFG Stock Holding History

Choate Investment Advisors’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	$391K	Hold	19,666	–	–	0.01%	358
2026 Q1	$334K	Buy	19,666 +227	+1%	+$4.04K	0.01%	364
2025 Q4	$308K	Hold	19,439	–	–	0.01%	370
2025 Q3	$310K	Hold	19,439	–	–	0.01%	355
2025 Q2	$267K	Hold	19,439	–	–	0.01%	355
2025 Q1	$265K	Sell	19,439 -76	-0.4%	-$979	0.01%	344
2024 Q4	$229K	Buy	+19,515	New	+$219K	0.01%	372
2023 Q4	–	Sell	-11,935	Closed	-$101K	–	432
2023 Q3	$101K	Buy	+11,935	New	+$95.2K	﹤0.01%	375

Other funds holding MUFG

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Chevy Chase Trust Bethesda, Maryland $38.8B AUM 41.35% 1-Year Est. Return

Choate Investment Advisors's MUFG Position: Q2 2026 in Review

Choate Investment Advisors held its Mitsubishi UFJ Financial (MUFG) position steady in Q2 2026 at 19,666 shares worth $391K. The position accounts for 0.01% of the portfolio, ranked #358.

Choate Investment Advisors first reported a position in MUFG in Q3 2023 and has held it in 8 quarters since. 576 funds tracked by Wall St. Rank hold MUFG as of Q2 2026.

Choate Investment Advisors held 19,666 shares of Mitsubishi UFJ Financial worth $391K as of Q2 2026.
Choate Investment Advisors left its Mitsubishi UFJ Financial share count unchanged in Q2 2026.
Mitsubishi UFJ Financial made up 0.01% of Choate Investment Advisors's portfolio in Q2 2026, its #358 holding.
Choate Investment Advisors first reported a position in Mitsubishi UFJ Financial in Q3 2023 and has held it in 8 quarters since.
576 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q2 2026.

Based on Choate Investment Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.