FFA
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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
Q3 		$2.45M Buy
106,021
+7,388
+7% +$167K 0.02% 681
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

GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
RA
Riversedge Advisors Wilmington, Delaware $813M AUM 18.09% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return

Farther Finance Advisors's MUFG Position: Q3 2026 in Review

Farther Finance Advisors increased its Mitsubishi UFJ Financial (MUFG) stake by 7.5% in Q3 2026, buying an estimated $167K and bringing the position to 106,021 shares worth $2.45M. The position accounts for 0.02% of the portfolio, ranked #681.

Farther Finance Advisors first reported a position in MUFG in Q4 2022 and has held it in 16 quarters since. 21 funds tracked by Wall St. Rank hold MUFG as of Q3 2026.

  • Farther Finance Advisors held 106,021 shares of Mitsubishi UFJ Financial worth $2.45M as of Q3 2026.
  • Farther Finance Advisors bought 7,388 Mitsubishi UFJ Financial shares in Q3 2026, an estimated $167K.
  • Mitsubishi UFJ Financial made up 0.02% of Farther Finance Advisors's portfolio in Q3 2026, its #681 holding.
  • Farther Finance Advisors first reported a position in Mitsubishi UFJ Financial in Q4 2022 and has held it in 16 quarters since.
  • 21 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.