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Farther Finance Advisors’s Mitsubishi UFJ Financial MUFG Stock Holding History

Farther Finance 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 		$1.96M Sell
98,633
-1,939
-2% -$36.5K 0.02% 756
2026
Q1 		$1.78M Sell
100,572
-9,153
-8% -$163K 0.02% 704
2025
Q4 		$1.74M Buy
109,725
+40,441
+58% +$625K 0.02% 639
2025
Q3 		$1.1M Buy
69,284
+16,305
+31% +$241K 0.02% 677
2025
Q2 		$727K Buy
52,979
+37,214
+236% +$481K 0.01% 732
2025
Q1 		$210K Sell
15,765
-1,498
-9% -$19.3K 0.01% 1206
2024
Q4 		$202K Buy
17,263
+3,482
+25% +$39.1K 0.01% 980
2024
Q3 		$140K Buy
13,781
+233
+2% +$2.46K 0.01% 1154
2024
Q2 		$148K Buy
13,548
+2,111
+18% +$21.4K 0.01% 967
2024
Q1 		$114K Buy
11,437
+60
+0.5% +$581 0.01% 898
2023
Q4 		$98K Buy
11,377
+10,907
+2,321% +$92K 0.01% 809
2023
Q3 		$3.99K Sell
470
-766
-62% -$6.11K ﹤0.01% 1590
2023
Q2 		$9.11K Hold
1,236
– – ﹤0.01% 1228
2023
Q1 		$7.9K Buy
1,236
+1,082
+703% +$7.57K ﹤0.01% 1197
2022
Q4 		$1.03K Buy
+154
New +$797 ﹤0.01% 1649

Other funds holding MUFG

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Chevy Chase Trust
Chevy Chase Trust Bethesda, Maryland $38.8B AUM 41.35% 1-Year Est. Return

Farther Finance Advisors's MUFG Position: Q2 2026 in Review

Farther Finance Advisors reduced its Mitsubishi UFJ Financial (MUFG) stake by 1.9% in Q2 2026, selling an estimated $36.5K and leaving 98,633 shares worth $1.96M. The position accounts for 0.02% of the portfolio, ranked #756.

Farther Finance Advisors first reported a position in MUFG in Q4 2022 and has held it in 15 quarters since. 572 funds tracked by Wall St. Rank hold MUFG as of Q2 2026.

  • Farther Finance Advisors held 98,633 shares of Mitsubishi UFJ Financial worth $1.96M as of Q2 2026.
  • Farther Finance Advisors sold 1,939 Mitsubishi UFJ Financial shares in Q2 2026, an estimated $36.5K.
  • Mitsubishi UFJ Financial made up 0.02% of Farther Finance Advisors's portfolio in Q2 2026, its #756 holding.
  • Farther Finance Advisors first reported a position in Mitsubishi UFJ Financial in Q4 2022 and has held it in 15 quarters since.
  • 572 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.