Crewe Advisors’s Mitsubishi UFJ Financial MUFG Stock Holding History

Crewe 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	$6.07K	Buy	305 +172	+129%	+$3.24K	﹤0.01%	843
2026 Q1	$2.26K	Sell	133 -55	-29%	-$979	﹤0.01%	896
2025 Q4	$2.98K	Buy	188 +55	+41%	+$850	﹤0.01%	818
2025 Q3	$2.12K	Buy	+133	New	+$1.97K	﹤0.01%	843
2020 Q4	–	Sell	-1,300	Closed	-$5K	–	580
2020 Q3	$5K	Buy	+1,300	New	+$5.25K	﹤0.01%	358

Other funds holding MUFG

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Chevy Chase Trust Bethesda, Maryland $38.8B AUM 41.35% 1-Year Est. Return

Crewe Advisors's MUFG Position: Q2 2026 in Review

Crewe Advisors increased its Mitsubishi UFJ Financial (MUFG) stake by 129% in Q2 2026, buying an estimated $3.24K and bringing the position to 305 shares worth $6.07K. The position accounts for ﹤0.01% of the portfolio, ranked #843.

Crewe Advisors first reported a position in MUFG in Q3 2020 and has held it in 5 quarters since. 572 funds tracked by Wall St. Rank hold MUFG as of Q2 2026.

Crewe Advisors held 305 shares of Mitsubishi UFJ Financial worth $6.07K as of Q2 2026.
Crewe Advisors bought 172 Mitsubishi UFJ Financial shares in Q2 2026, an estimated $3.24K.
Mitsubishi UFJ Financial made up ﹤0.01% of Crewe Advisors's portfolio in Q2 2026, its #843 holding.
Crewe Advisors first reported a position in Mitsubishi UFJ Financial in Q3 2020 and has held it in 5 quarters since.
572 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q2 2026.

Based on Crewe Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.