Dynamic Advisor Solutions’s Mitsubishi UFJ Financial MUFG Stock Holding History

Dynamic Advisor Solutions’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	$539K	Buy	27,115 +11,659	+75%	+$220K	0.02%	663
2026 Q1	$262K	Buy	15,456 +1,801	+13%	+$32.1K	0.01%	848
2025 Q4	$217K	Buy	13,655 +944	+7%	+$14.6K	0.01%	882
2025 Q3	$203K	Buy	12,711 +507	+4%	+$7.51K	0.01%	897
2025 Q2	$167K	Buy	+12,204	New	+$158K	0.01%	871
2024 Q4	–	Sell	-15,770	Closed	-$161K	–	757
2024 Q3	$161K	Buy	15,770 +313	+2%	+$3.3K	﹤0.01%	895
2024 Q2	$167K	Buy	+15,457	New	+$157K	0.01%	894

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

Dynamic Advisor Solutions's MUFG Position: Q2 2026 in Review

Dynamic Advisor Solutions increased its Mitsubishi UFJ Financial (MUFG) stake by 75% in Q2 2026, buying an estimated $220K and bringing the position to 27,115 shares worth $539K. The position accounts for 0.02% of the portfolio, ranked #663.

Dynamic Advisor Solutions first reported a position in MUFG in Q2 2024 and has held it in 7 quarters since. 576 funds tracked by Wall St. Rank hold MUFG as of Q2 2026.

Dynamic Advisor Solutions held 27,115 shares of Mitsubishi UFJ Financial worth $539K as of Q2 2026.
Dynamic Advisor Solutions bought 11,659 Mitsubishi UFJ Financial shares in Q2 2026, an estimated $220K.
Mitsubishi UFJ Financial made up 0.02% of Dynamic Advisor Solutions's portfolio in Q2 2026, its #663 holding.
Dynamic Advisor Solutions first reported a position in Mitsubishi UFJ Financial in Q2 2024 and has held it in 7 quarters since.
576 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q2 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.