CoreCap Advisors
MUFG icon

CoreCap Advisors’s Mitsubishi UFJ Financial MUFG Stock Holding History

CoreCap 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
Q3 		$3.41K Sell
147
-26
-15% -$586 ﹤0.01% 2349
2026
Q2 		$3.43K Sell
173
-572
-77% -$10.8K ﹤0.01% 2383
2026
Q1 		$12.7K Sell
745
-1
-0.1% -$18 ﹤0.01% 1868
2025
Q4 		$11.8K Buy
746
+1
+0.1% +$15 ﹤0.01% 1903
2025
Q3 		$11.9K Hold
745
– – ﹤0.01% 1868
2025
Q2 		$10.2K Sell
745
-1
-0.1% -$13 ﹤0.01% 1860
2025
Q1 		$10.2K Hold
746
– – ﹤0.01% 1801
2024
Q4 		$8.74K Buy
746
+598
+404% +$6.72K ﹤0.01% 1823
2024
Q3 		$1.5K Buy
+148
New +$1.56K ﹤0.01% 2221
2024
Q2 		– Sell
-67
Closed -$682 – 2239
2024
Q1 		$682 Buy
+67
New +$648 ﹤0.01% 2289
2022
Q4 		$445 Buy
+66
New +$342 ﹤0.01% 2185
2022
Q3 		– Sell
-200
Closed -$1K – 1496
2022
Q2 		$1K Buy
+200
New +$1.15K ﹤0.01% 2024
2022
Q1 		– Sell
-321
Closed -$2K – 1488
2021
Q4 		$2K Buy
+321
New +$1.81K ﹤0.01% 1972

Other funds holding MUFG

TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Crossmark Global Holdings
Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return
Boston Common Asset Management
Boston Common Asset Management Boston, Massachusetts $1.72B AUM 26.04% 1-Year Est. Return
Guardian Partners
Guardian Partners Toronto, Canada $1.13B AUM 28.37% 1-Year Est. Return
Moran Wealth Management
Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return
Quadrant Capital Group
Quadrant Capital Group Cincinnati, Ohio $3.7B AUM 33.76% 1-Year Est. Return
Augustine Asset Management
Augustine Asset Management Jacksonville, Florida $464M AUM 16.89% 1-Year Est. Return
Henry James International Management
Henry James International Management New York $330M AUM 35.5% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
ABC Arbitrage
ABC Arbitrage Paris, France $1.02B AUM 30.46% 1-Year Est. Return

CoreCap Advisors's MUFG Position: Q3 2026 in Review

CoreCap Advisors reduced its Mitsubishi UFJ Financial (MUFG) stake by 15% in Q3 2026, selling an estimated $586 and leaving 147 shares worth $3.41K. The position accounts for ﹤0.01% of the portfolio, ranked #2349.

CoreCap Advisors first reported a position in MUFG in Q4 2021 and has held it in 13 quarters since. The position peaked at $12.7K in Q1 2026. 133 funds tracked by Wall St. Rank hold MUFG as of Q3 2026.

  • CoreCap Advisors held 147 shares of Mitsubishi UFJ Financial worth $3.41K as of Q3 2026.
  • CoreCap Advisors sold 26 Mitsubishi UFJ Financial shares in Q3 2026, an estimated $586.
  • Mitsubishi UFJ Financial made up ﹤0.01% of CoreCap Advisors's portfolio in Q3 2026, its #2349 holding.
  • CoreCap Advisors first reported a position in Mitsubishi UFJ Financial in Q4 2021 and has held it in 13 quarters since.
  • CoreCap Advisors's Mitsubishi UFJ Financial position peaked at $12.7K in Q1 2026.
  • 133 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.