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Diversified Trust’s Mitsubishi UFJ Financial MUFG Stock Holding History

Diversified Trust’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 		$238K Buy
11,954
+98
+0.8% +$1.85K ﹤0.01% 997
2026
Q1 		$201K Buy
11,856
+1,173
+11% +$20.9K ﹤0.01% 977
2025
Q4 		$169K Buy
+10,683
New +$165K ﹤0.01% 985

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
BCAM
Boston Common Asset Management Boston, Massachusetts $1.69B AUM 28.29% 1-Year Est. Return
AAM
Augustine Asset Management Jacksonville, Florida $494M AUM 76.22% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 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
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 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

Diversified Trust's MUFG Position: Q2 2026 in Review

Diversified Trust increased its Mitsubishi UFJ Financial (MUFG) stake by 0.83% in Q2 2026, buying an estimated $1.85K and bringing the position to 11,954 shares worth $238K. The position accounts for ﹤0.01% of the portfolio, ranked #997.

Diversified Trust first reported a position in MUFG in Q4 2025 and has held it in 3 quarters since. 141 funds tracked by Wall St. Rank hold MUFG as of Q2 2026.

  • Diversified Trust held 11,954 shares of Mitsubishi UFJ Financial worth $238K as of Q2 2026.
  • Diversified Trust bought 98 Mitsubishi UFJ Financial shares in Q2 2026, an estimated $1.85K.
  • Mitsubishi UFJ Financial made up ﹤0.01% of Diversified Trust's portfolio in Q2 2026, its #997 holding.
  • Diversified Trust first reported a position in Mitsubishi UFJ Financial in Q4 2025 and has held it in 3 quarters since.
  • 141 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q2 2026.

Based on Diversified Trust's 13F filing for Q2 2026, filed 17 Jul 2026.