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Crestwood Advisors Group’s Mitsubishi UFJ Financial MUFG Stock Holding History

Crestwood Advisors Group’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 		$368K Buy
18,483
+5,164
+39% +$97.3K 0.01% 597
2026
Q1 		$226K Buy
+13,319
New +$237K ﹤0.01% 692

Other funds holding MUFG

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Chevy Chase Trust
Chevy Chase Trust Bethesda, Maryland $38.8B AUM 41.35% 1-Year Est. Return

Crestwood Advisors Group's MUFG Position: Q2 2026 in Review

Crestwood Advisors Group increased its Mitsubishi UFJ Financial (MUFG) stake by 39% in Q2 2026, buying an estimated $97.3K and bringing the position to 18,483 shares worth $368K. The position accounts for 0.01% of the portfolio, ranked #597.

Crestwood Advisors Group first reported a position in MUFG in Q1 2026 and has held it in 2 quarters since. 576 funds tracked by Wall St. Rank hold MUFG as of Q2 2026.

  • Crestwood Advisors Group held 18,483 shares of Mitsubishi UFJ Financial worth $368K as of Q2 2026.
  • Crestwood Advisors Group bought 5,164 Mitsubishi UFJ Financial shares in Q2 2026, an estimated $97.3K.
  • Mitsubishi UFJ Financial made up 0.01% of Crestwood Advisors Group's portfolio in Q2 2026, its #597 holding.
  • Crestwood Advisors Group first reported a position in Mitsubishi UFJ Financial in Q1 2026 and has held it in 2 quarters since.
  • 576 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q2 2026.

Based on Crestwood Advisors Group's 13F filing for Q2 2026, filed 3 Aug 2026.