EverSource Wealth Advisors’s Mitsubishi UFJ Financial MUFG Stock Holding History

EverSource Wealth 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	$673K	Sell	33,857 -13,710	-29%	-$258K	0.02%	458
2026 Q1	$807K	Buy	47,567 +12,888	+37%	+$229K	0.02%	446
2025 Q4	$550K	Buy	34,679 +878	+3%	+$13.6K	0.02%	506
2025 Q3	$539K	Buy	33,801 +1,805	+6%	+$26.7K	0.02%	470
2025 Q2	$439K	Buy	31,996 +11,078	+53%	+$143K	0.02%	510
2025 Q1	$285K	Sell	20,918 -10,810	-34%	-$139K	0.02%	543
2024 Q4	$372K	Buy	31,728 +24,138	+318%	+$271K	0.02%	446
2024 Q3	$77.3K	Buy	7,590 +916	+14%	+$9.67K	﹤0.01%	883
2024 Q2	$77.5K	Buy	6,674 +804	+14%	+$8.15K	0.01%	904
2024 Q1	$58.4K	Buy	5,870 +2,222	+61%	+$21.5K	﹤0.01%	912
2023 Q4	$31.4K	Buy	3,648 +2,082	+133%	+$17.6K	﹤0.01%	1072
2023 Q3	$13.3K	Sell	1,566 -193	-11%	-$1.54K	﹤0.01%	1295
2023 Q2	$13K	Buy	1,759 +1,517	+627%	+$10.1K	﹤0.01%	1329
2023 Q1	$1.55K	Buy	242 +68	+39%	+$476	﹤0.01%	2015
2022 Q4	$1.16K	Hold	174	–	–	﹤0.01%	2048
2022 Q3	$1K	Hold	174	–	–	﹤0.01%	1853
2022 Q2	$1K	Hold	174	–	–	﹤0.01%	1649
2022 Q1	$1K	Hold	174	–	–	﹤0.01%	1652
2021 Q4	$1K	Buy	+174	New	+$980	﹤0.01%	1713

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

EverSource Wealth Advisors's MUFG Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Mitsubishi UFJ Financial (MUFG) stake by 29% in Q2 2026, selling an estimated $258K and leaving 33,857 shares worth $673K. The position accounts for 0.02% of the portfolio, ranked #458.

EverSource Wealth Advisors first reported a position in MUFG in Q4 2021 and has held it in 19 quarters since. The position peaked at $807K in Q1 2026. 572 funds tracked by Wall St. Rank hold MUFG as of Q2 2026.

EverSource Wealth Advisors held 33,857 shares of Mitsubishi UFJ Financial worth $673K as of Q2 2026.
EverSource Wealth Advisors sold 13,710 Mitsubishi UFJ Financial shares in Q2 2026, an estimated $258K.
Mitsubishi UFJ Financial made up 0.02% of EverSource Wealth Advisors's portfolio in Q2 2026, its #458 holding.
EverSource Wealth Advisors first reported a position in Mitsubishi UFJ Financial in Q4 2021 and has held it in 19 quarters since.
EverSource Wealth Advisors's Mitsubishi UFJ Financial position peaked at $807K in Q1 2026.
572 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.