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

Concurrent 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 		$448K Buy
22,534
+7,257
+48% +$137K ﹤0.01% 1469
2026
Q1 		$259K Buy
15,277
+1,390
+10% +$24.7K ﹤0.01% 1591
2025
Q4 		$220K Buy
+13,887
New +$215K ﹤0.01% 1584

Other funds holding MUFG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
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
Citigroup
Citigroup New York $303B AUM 53.02% 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
EGA
Eagle Global Advisors Houston, Texas $3.02B AUM 34.37% 1-Year Est. Return
AAM
Augustine Asset Management Jacksonville, Florida $494M AUM 76.22% 1-Year Est. Return

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

Concurrent Investment Advisors increased its Mitsubishi UFJ Financial (MUFG) stake by 48% in Q2 2026, buying an estimated $137K and bringing the position to 22,534 shares worth $448K. The position accounts for ﹤0.01% of the portfolio, ranked #1469.

Concurrent Investment Advisors first reported a position in MUFG in Q4 2025 and has held it in 3 quarters since. 247 funds tracked by Wall St. Rank hold MUFG as of Q2 2026.

  • Concurrent Investment Advisors held 22,534 shares of Mitsubishi UFJ Financial worth $448K as of Q2 2026.
  • Concurrent Investment Advisors bought 7,257 Mitsubishi UFJ Financial shares in Q2 2026, an estimated $137K.
  • Mitsubishi UFJ Financial made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1469 holding.
  • Concurrent Investment Advisors first reported a position in Mitsubishi UFJ Financial in Q4 2025 and has held it in 3 quarters since.
  • 247 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.