Clearstead Advisors’s Mitsubishi UFJ Financial MUFG Stock Holding History

Clearstead 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	$505K	Sell	25,413 -25,413	-50%	-$479K	﹤0.01%	756
2026 Q1	$863K	Buy	+50,826	New	+$905K	0.01%	566
2025 Q2	–	Sell	-147	Closed	-$2K	–	2828
2025 Q1	$2K	Buy	147 +73	+99%	+$940	﹤0.01%	1902
2024 Q4	$868	Sell	74 -8,207	-99%	-$92.3K	﹤0.01%	1937
2024 Q3	$84.3K	Hold	8,281	–	–	﹤0.01%	1067
2024 Q2	$89.4K	Buy	+8,281	New	+$84K	﹤0.01%	1021
2021 Q4	–	Sell	-3,132	Closed	-$19K	–	1380
2021 Q3	$19K	Buy	+3,132	New	+$17.4K	﹤0.01%	833

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

Clearstead Advisors's MUFG Position: Q2 2026 in Review

Clearstead Advisors reduced its Mitsubishi UFJ Financial (MUFG) stake by 50% in Q2 2026, selling an estimated $479K and leaving 25,413 shares worth $505K. The position accounts for ﹤0.01% of the portfolio, ranked #756.

Clearstead Advisors first reported a position in MUFG in Q3 2021 and has held it in 7 quarters since. The position peaked at $863K in Q1 2026. 576 funds tracked by Wall St. Rank hold MUFG as of Q2 2026.

Clearstead Advisors held 25,413 shares of Mitsubishi UFJ Financial worth $505K as of Q2 2026.
Clearstead Advisors sold 25,413 Mitsubishi UFJ Financial shares in Q2 2026, an estimated $479K.
Mitsubishi UFJ Financial made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #756 holding.
Clearstead Advisors first reported a position in Mitsubishi UFJ Financial in Q3 2021 and has held it in 7 quarters since.
Clearstead Advisors's Mitsubishi UFJ Financial position peaked at $863K in Q1 2026.
576 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.