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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
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

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
AAM
Augustine Asset Management Jacksonville, Florida $494M AUM 76.22% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
HJIM
Henry James International Management New York $334M AUM 49.44% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
MAMA
Myriad Asset Management Advisors West Palm Beach, Florida $424M AUM
JAM
JCIC Asset Management Toronto, Ontario, Canada $326M AUM 31.94% 1-Year Est. Return
AWA
Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return

CoreCap Advisors's MUFG Position: Q2 2026 in Review

CoreCap Advisors reduced its Mitsubishi UFJ Financial (MUFG) stake by 77% in Q2 2026, selling an estimated $10.8K and leaving 173 shares worth $3.43K. The position accounts for ﹤0.01% of the portfolio, ranked #2383.

CoreCap Advisors first reported a position in MUFG in Q4 2021 and has held it in 12 quarters since. The position peaked at $12.7K in Q1 2026. 103 funds tracked by Wall St. Rank hold MUFG as of Q2 2026.

  • CoreCap Advisors held 173 shares of Mitsubishi UFJ Financial worth $3.43K as of Q2 2026.
  • CoreCap Advisors sold 572 Mitsubishi UFJ Financial shares in Q2 2026, an estimated $10.8K.
  • Mitsubishi UFJ Financial made up ﹤0.01% of CoreCap Advisors's portfolio in Q2 2026, its #2383 holding.
  • CoreCap Advisors first reported a position in Mitsubishi UFJ Financial in Q4 2021 and has held it in 12 quarters since.
  • CoreCap Advisors's Mitsubishi UFJ Financial position peaked at $12.7K in Q1 2026.
  • 103 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q2 2026.

Based on CoreCap Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.