CX Institutional
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CX Institutional’s Mitsubishi UFJ Financial MUFG Stock Holding History

CX Institutional’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 		$4K Hold
181
– – ﹤0.01% 1474
2026
Q2 		$4K Hold
181
– – ﹤0.01% 1393
2026
Q1 		$3K Sell
181
-80
-31% -$1.42K ﹤0.01% 1407
2025
Q4 		$4K Buy
+261
New +$4.04K ﹤0.01% 1296

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
SignatureFD
SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

CX Institutional's MUFG Position: Q3 2026 in Review

CX Institutional held its Mitsubishi UFJ Financial (MUFG) position steady in Q3 2026 at 181 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #1474.

CX Institutional first reported a position in MUFG in Q4 2025 and has held it in 4 quarters since. 137 funds tracked by Wall St. Rank hold MUFG as of Q3 2026.

  • CX Institutional held 181 shares of Mitsubishi UFJ Financial worth $4K as of Q3 2026.
  • CX Institutional left its Mitsubishi UFJ Financial share count unchanged in Q3 2026.
  • Mitsubishi UFJ Financial made up ﹤0.01% of CX Institutional's portfolio in Q3 2026, its #1474 holding.
  • CX Institutional first reported a position in Mitsubishi UFJ Financial in Q4 2025 and has held it in 4 quarters since.
  • 137 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.