Diversify Advisory Services’s Mitsubishi UFJ Financial MUFG Stock Holding History

Diversify Advisory Services’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	$5.13M	Buy	+222,085	New	+$4.18M	0.09%	221
2026 Q1	–	Sell	-59,232	Closed	-$1.12M	–	625
2025 Q4	$1.12M	Buy	59,232 +5,270	+10%	+$81.5K	0.04%	374
2025 Q3	$819K	Buy	53,962 +2,845	+6%	+$42.1K	0.03%	421
2025 Q2	$772K	Buy	51,117 +9,487	+23%	+$123K	0.03%	396
2025 Q1	$529K	Buy	41,630 +10,440	+33%	+$134K	0.03%	354
2024 Q4	$368K	Buy	31,190 +4,653	+18%	+$52.3K	0.02%	438
2024 Q3	$281K	Sell	26,537 -9,433	-26%	-$99.6K	0.02%	517
2024 Q2	$398K	Sell	35,970 -58,286	-62%	-$591K	0.02%	423
2024 Q1	$941K	Buy	+94,256	New	+$912K	0.06%	263

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

Diversify Advisory Services's MUFG Position: Q2 2026 in Review

Diversify Advisory Services opened a new position in Mitsubishi UFJ Financial (MUFG) in Q2 2026: 222,085 shares worth $5.13M. The stake represents 0.09% of the portfolio and ranks #221 among its holdings. This is a return to the name: Diversify Advisory Services previously reported a position in MUFG as recently as Q4 2025.

Diversify Advisory Services first reported a position in MUFG in Q1 2024 and has held it in 9 quarters since. 576 funds tracked by Wall St. Rank hold MUFG as of Q2 2026.

Diversify Advisory Services held 222,085 shares of Mitsubishi UFJ Financial worth $5.13M as of Q2 2026.
Mitsubishi UFJ Financial was a new Diversify Advisory Services position in Q2 2026.
Mitsubishi UFJ Financial made up 0.09% of Diversify Advisory Services's portfolio in Q2 2026, its #221 holding.
Diversify Advisory Services first reported a position in Mitsubishi UFJ Financial in Q1 2024 and has held it in 9 quarters since.
576 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q2 2026.

Based on Diversify Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.