Financial Gravity Companies’s Mitsubishi UFJ Financial MUFG Stock Holding History

Financial Gravity Companies’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	$40	Buy	+2	New	+$38	﹤0.01%	961
2025 Q2	$645	Buy	+47	New	+$608	﹤0.01%	838
2024 Q4	$551	Hold	47	–	–	﹤0.01%	856
2024 Q3	$478	Buy	+47	New	+$496	﹤0.01%	592
2018 Q1	–	Sell	-601	Closed	-$5K	–	1549
2017 Q4	$5K	Buy	+601	New	+$4.1K	0.01%	722

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

Financial Gravity Companies's MUFG Position: Q2 2026 in Review

Financial Gravity Companies opened a new position in Mitsubishi UFJ Financial (MUFG) in Q2 2026: 2 shares worth $40. The stake represents ﹤0.01% of the portfolio and ranks #961 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in MUFG as recently as Q2 2025.

Financial Gravity Companies first reported a position in MUFG in Q4 2017 and has held it in 5 quarters since. The position peaked at $5K in Q4 2017. 576 funds tracked by Wall St. Rank hold MUFG as of Q2 2026.

Financial Gravity Companies held 2 shares of Mitsubishi UFJ Financial worth $40 as of Q2 2026.
Mitsubishi UFJ Financial was a new Financial Gravity Companies position in Q2 2026.
Mitsubishi UFJ Financial made up ﹤0.01% of Financial Gravity Companies's portfolio in Q2 2026, its #961 holding.
Financial Gravity Companies first reported a position in Mitsubishi UFJ Financial in Q4 2017 and has held it in 5 quarters since.
Financial Gravity Companies's Mitsubishi UFJ Financial position peaked at $5K in Q4 2017.
576 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q2 2026.

Based on Financial Gravity Companies's 13F filing for Q2 2026, filed 5 Aug 2026.