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F.L. Putnam Investment Management’s Mitsubishi UFJ Financial MUFG Stock Holding History

F.L. Putnam Investment 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 		$1.04M Sell
52,367
-9,574
-15% -$180K 0.01% 365
2026
Q1 		$1.05M Buy
61,941
+6,582
+12% +$117K 0.02% 315
2025
Q4 		$878K Buy
55,359
+1,471
+3% +$22.7K 0.01% 342
2025
Q3 		$859K Buy
53,888
+4,835
+10% +$71.6K 0.01% 340
2025
Q2 		$673K Buy
49,053
+32,950
+205% +$426K 0.01% 364
2025
Q1 		$219K Sell
16,103
-229
-1% -$2.95K ﹤0.01% 534
2024
Q4 		$191K Buy
16,332
+270
+2% +$3.04K ﹤0.01% 553
2024
Q3 		$164K Sell
16,062
-303
-2% -$3.2K ﹤0.01% 557
2024
Q2 		$177K Buy
16,365
+451
+3% +$4.57K ﹤0.01% 538
2024
Q1 		$163K Buy
15,914
+49
+0.3% +$474 ﹤0.01% 475
2023
Q4 		$137K Sell
15,865
-3,213
-17% -$27.1K ﹤0.01% 470
2023
Q3 		$162K Buy
19,078
+2,278
+14% +$18.2K ﹤0.01% 455
2023
Q2 		$124K Buy
16,800
+1,442
+9% +$9.6K ﹤0.01% 459
2023
Q1 		$98.1K Buy
15,358
+5,288
+53% +$37K ﹤0.01% 415
2022
Q4 		$67.2K Buy
+10,070
New +$52.1K ﹤0.01% 401
2018
Q2 		– Sell
-11,780
Closed -$78K – 231
2018
Q1 		$78K Hold
11,780
– – 0.01% 237
2017
Q4 		$86K Hold
11,780
– – 0.01% 219
2017
Q3 		$76K Buy
+11,780
New +$74.4K 0.01% 223

Other funds holding MUFG

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
TAM
Todd Asset Management Louisville, Kentucky $5.63B AUM 45.28% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

F.L. Putnam Investment Management's MUFG Position: Q2 2026 in Review

F.L. Putnam Investment Management reduced its Mitsubishi UFJ Financial (MUFG) stake by 15% in Q2 2026, selling an estimated $180K and leaving 52,367 shares worth $1.04M. The position accounts for 0.01% of the portfolio, ranked #365.

F.L. Putnam Investment Management first reported a position in MUFG in Q3 2017 and has held it in 18 quarters since. The position peaked at $1.05M in Q1 2026. 373 funds tracked by Wall St. Rank hold MUFG as of Q2 2026.

  • F.L. Putnam Investment Management held 52,367 shares of Mitsubishi UFJ Financial worth $1.04M as of Q2 2026.
  • F.L. Putnam Investment Management sold 9,574 Mitsubishi UFJ Financial shares in Q2 2026, an estimated $180K.
  • Mitsubishi UFJ Financial made up 0.01% of F.L. Putnam Investment Management's portfolio in Q2 2026, its #365 holding.
  • F.L. Putnam Investment Management first reported a position in Mitsubishi UFJ Financial in Q3 2017 and has held it in 18 quarters since.
  • F.L. Putnam Investment Management's Mitsubishi UFJ Financial position peaked at $1.05M in Q1 2026.
  • 373 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q2 2026.

Based on F.L. Putnam Investment Management's 13F filing for Q2 2026, filed 6 Aug 2026.