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Everpar Advisors’s Mitsubishi UFJ Financial MUFG Stock Holding History

Everpar Advisors’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 		$351K Sell
17,644
-1,403
-7% -$26.4K 0.1% 194
2026
Q1 		$323K Sell
19,047
-1,300
-6% -$23.1K 0.11% 195
2025
Q4 		$323K Sell
20,347
-5,088
-20% -$78.7K 0.12% 183
2025
Q3 		$405K Sell
25,435
-1,817
-7% -$26.9K 0.16% 143
2025
Q2 		$374K Sell
27,252
-672
-2% -$8.69K 0.17% 158
2025
Q1 		$381K Sell
27,924
-2,348
-8% -$30.2K 0.2% 136
2024
Q4 		$355K Buy
30,272
+430
+1% +$4.83K 0.18% 154
2024
Q3 		$304K Sell
29,842
-5,717
-16% -$60.4K 0.16% 185
2024
Q2 		$384K Sell
35,559
-146
-0.4% -$1.48K 0.19% 159
2024
Q1 		$365K Sell
35,705
-31,850
-47% -$308K 0.22% 155
2023
Q4 		$582K Buy
+67,555
New +$570K 0.27% 130

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

Everpar Advisors's MUFG Position: Q2 2026 in Review

Everpar Advisors reduced its Mitsubishi UFJ Financial (MUFG) stake by 7.4% in Q2 2026, selling an estimated $26.4K and leaving 17,644 shares worth $351K. The position accounts for 0.1% of the portfolio, ranked #194.

Everpar Advisors first reported a position in MUFG in Q4 2023 and has held it in 11 quarters since. The position peaked at $582K in Q4 2023. 88 funds tracked by Wall St. Rank hold MUFG as of Q2 2026.

  • Everpar Advisors held 17,644 shares of Mitsubishi UFJ Financial worth $351K as of Q2 2026.
  • Everpar Advisors sold 1,403 Mitsubishi UFJ Financial shares in Q2 2026, an estimated $26.4K.
  • Mitsubishi UFJ Financial made up 0.1% of Everpar Advisors's portfolio in Q2 2026, its #194 holding.
  • Everpar Advisors first reported a position in Mitsubishi UFJ Financial in Q4 2023 and has held it in 11 quarters since.
  • Everpar Advisors's Mitsubishi UFJ Financial position peaked at $582K in Q4 2023.
  • 88 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q2 2026.

Based on Everpar Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.