Empirical Wealth Management’s Mitsubishi UFJ Financial MUFG Stock Holding History

Empirical Wealth Management’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	$476K	Buy	23,938 +211	+0.9%	+$3.98K	0.01%	699
2026 Q1	$403K	Buy	23,727 +6,957	+41%	+$124K	0.01%	666
2025 Q4	$266K	Sell	16,770 -18,960	-53%	-$293K	﹤0.01%	740
2025 Q3	$570K	Buy	35,730 +15,124	+73%	+$224K	0.01%	440
2025 Q2	$283K	Buy	20,606 +10,540	+105%	+$136K	0.01%	548
2025 Q1	$137K	Buy	+10,066	New	+$130K	﹤0.01%	631

Other funds holding MUFG

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Guardian Partners Toronto, Canada $1.11B AUM 38.73% 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

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Empirical Wealth Management's MUFG Position: Q2 2026 in Review

Empirical Wealth Management increased its Mitsubishi UFJ Financial (MUFG) stake by 0.89% in Q2 2026, buying an estimated $3.98K and bringing the position to 23,938 shares worth $476K. The position accounts for 0.01% of the portfolio, ranked #699.

Empirical Wealth Management first reported a position in MUFG in Q1 2025 and has held it in 6 quarters since. The position peaked at $570K in Q3 2025. 213 funds tracked by Wall St. Rank hold MUFG as of Q2 2026.

Empirical Wealth Management held 23,938 shares of Mitsubishi UFJ Financial worth $476K as of Q2 2026.
Empirical Wealth Management bought 211 Mitsubishi UFJ Financial shares in Q2 2026, an estimated $3.98K.
Mitsubishi UFJ Financial made up 0.01% of Empirical Wealth Management's portfolio in Q2 2026, its #699 holding.
Empirical Wealth Management first reported a position in Mitsubishi UFJ Financial in Q1 2025 and has held it in 6 quarters since.
Empirical Wealth Management's Mitsubishi UFJ Financial position peaked at $570K in Q3 2025.
213 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.