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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
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

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

CX Institutional's MUFG Position: Q2 2026 in Review

CX Institutional held its Mitsubishi UFJ Financial (MUFG) position steady in Q2 2026 at 181 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #1393.

CX Institutional first reported a position in MUFG in Q4 2025 and has held it in 3 quarters since. 102 funds tracked by Wall St. Rank hold MUFG as of Q2 2026.

  • CX Institutional held 181 shares of Mitsubishi UFJ Financial worth $4K as of Q2 2026.
  • CX Institutional left its Mitsubishi UFJ Financial share count unchanged in Q2 2026.
  • Mitsubishi UFJ Financial made up ﹤0.01% of CX Institutional's portfolio in Q2 2026, its #1393 holding.
  • CX Institutional first reported a position in Mitsubishi UFJ Financial in Q4 2025 and has held it in 3 quarters since.
  • 102 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.