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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

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
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
BCM
BTC Capital Management Des Moines, Iowa $1.65B AUM 27.85% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 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. 88 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.
  • 88 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.