Commonwealth Equity Services
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Commonwealth Equity Services’s Mitsubishi UFJ Financial MUFG Stock Holding History

Commonwealth Equity Services’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 		$3.65M Sell
183,644
-10,350
-5% -$195K ﹤0.01% 1643
2026
Q1 		$3.29M Buy
193,994
+15,995
+9% +$285K ﹤0.01% 1629
2025
Q4 		$2.82M Buy
177,999
+11,544
+7% +$178K ﹤0.01% 1722
2025
Q3 		$2.65M Buy
166,455
+3,442
+2% +$51K ﹤0.01% 1790
2025
Q2 		$2.24M Buy
163,013
+32,357
+25% +$418K ﹤0.01% 1888
2025
Q1 		$1.78M Buy
130,656
+15,293
+13% +$197K ﹤0.01% 1993
2024
Q4 		$1.35M Buy
115,363
+7,279
+7% +$81.8K ﹤0.01% 2171
2024
Q3 		$1.1M Buy
108,084
+6,663
+7% +$70.3K ﹤0.01% 2271
2024
Q2 		$1.09M Buy
101,421
+1,002
+1% +$10.2K ﹤0.01% 2213
2024
Q1 		$1.03M Buy
100,419
+3,644
+4% +$35.3K ﹤0.01% 2229
2023
Q4 		$833K Buy
96,775
+29,478
+44% +$249K ﹤0.01% 2298
2023
Q3 		$571K Buy
67,297
+14,879
+28% +$119K ﹤0.01% 2478
2023
Q2 		$386K Buy
52,418
+3,796
+8% +$25.3K ﹤0.01% 2832
2023
Q1 		$310 Buy
48,622
+8,157
+20% +$57.1K ﹤0.01% 2944
2022
Q4 		$269K Sell
40,465
-52,914
-57% -$274K ﹤0.01% 2960
2022
Q3 		$420K Sell
93,379
-716
-0.8% -$3.73K ﹤0.01% 2560
2022
Q2 		$502K Buy
94,095
+293
+0.3% +$1.69K ﹤0.01% 2397
2022
Q1 		$580K Sell
93,802
-1,416
-1% -$8.8K ﹤0.01% 2399
2021
Q4 		$519K Sell
95,218
-631
-0.7% -$3.55K ﹤0.01% 2489
2021
Q3 		$568K Sell
95,849
-1,420
-1% -$7.89K ﹤0.01% 2379
2021
Q2 		$527K Buy
97,269
+8,777
+10% +$48.8K ﹤0.01% 2431
2021
Q1 		$476K Sell
88,492
-92
-0.1% -$475 ﹤0.01% 2373
2020
Q4 		$392K Buy
+88,584
New +$376K ﹤0.01% 2330
2018
Q1 		– Sell
-13,019
Closed -$95K – 2764
2017
Q4 		$95K Buy
+13,019
New +$88.7K ﹤0.01% 2518
2016
Q3 		– Sell
-24,186
Closed -$107K – 2284
2016
Q2 		$107K Hold
24,186
– – ﹤0.01% 2093
2016
Q1 		$111K Sell
24,186
-1,431
-6% -$6.98K ﹤0.01% 2042
2015
Q4 		$159K Buy
25,617
+334
+1% +$2.16K ﹤0.01% 1940
2015
Q3 		$154K Buy
25,283
+124
+0.5% +$839 ﹤0.01% 1898
2015
Q2 		$182K Buy
25,159
+1,867
+8% +$13.3K ﹤0.01% 1963
2015
Q1 		$145K Sell
23,292
-599
-3% -$3.56K ﹤0.01% 2000
2014
Q4 		$132K Buy
23,891
+37
+0.2% +$206 ﹤0.01% 1947
2014
Q3 		$134K Buy
+23,854
New +$139K ﹤0.01% 1926
2014
Q2 		– Sell
-10,116
Closed -$56K – 2079
2014
Q1 		$56K Buy
+10,116
New +$60.4K ﹤0.01% 1934

Other funds holding MUFG

TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
BCAM
Boston Common Asset Management Boston, Massachusetts $1.69B AUM 28.29% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
GP
Guardian Partners Toronto, Canada $1.11B AUM 38.73% 1-Year Est. Return
AAM
Augustine Asset Management Jacksonville, Florida $494M AUM 76.22% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Commonwealth Equity Services's MUFG Position: Q2 2026 in Review

Commonwealth Equity Services reduced its Mitsubishi UFJ Financial (MUFG) stake by 5.3% in Q2 2026, selling an estimated $195K and leaving 183,644 shares worth $3.65M. The position accounts for ﹤0.01% of the portfolio, ranked #1643.

Commonwealth Equity Services first reported a position in MUFG in Q1 2014 and has held it in 33 quarters since. 208 funds tracked by Wall St. Rank hold MUFG as of Q2 2026.

  • Commonwealth Equity Services held 183,644 shares of Mitsubishi UFJ Financial worth $3.65M as of Q2 2026.
  • Commonwealth Equity Services sold 10,350 Mitsubishi UFJ Financial shares in Q2 2026, an estimated $195K.
  • Mitsubishi UFJ Financial made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #1643 holding.
  • Commonwealth Equity Services first reported a position in Mitsubishi UFJ Financial in Q1 2014 and has held it in 33 quarters since.
  • 208 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.