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Five Oceans Advisors’s Mitsubishi UFJ Financial MUFG Stock Holding History

Five Oceans 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 		$857K Hold
43,112
– – 0.28% 49
2026
Q1 		$732K Hold
43,112
– – 0.26% 46
2025
Q4 		$684K Hold
43,112
– – 0.24% 52
2025
Q3 		$687K Hold
43,112
– – 0.25% 52
2025
Q2 		$591K Sell
43,112
-1,386
-3% -$17.9K 0.25% 54
2025
Q1 		$607K Hold
44,498
– – 0.29% 51
2024
Q4 		$522K Buy
44,498
+2,877
+7% +$32.3K 0.24% 61
2024
Q3 		$424K Sell
41,621
-6,599
-14% -$69.7K 0.2% 79
2024
Q2 		$521K Buy
48,220
+23,378
+94% +$237K 0.27% 63
2024
Q1 		$254K Sell
24,842
-4
-0% -$39 0.13% 149
2023
Q4 		$214K Buy
24,846
+8,588
+53% +$72.4K 0.12% 154
2023
Q3 		$138K Sell
16,258
-7
-0% -$56 0.09% 140
2023
Q2 		$120K Sell
16,265
-1
-0% -$7 0.08% 150
2023
Q1 		$104K Sell
16,266
-2
-0% -$14 0.07% 147
2022
Q4 		$109K Sell
16,268
-11
-0.1% -$57 0.08% 143
2022
Q3 		$73K Sell
16,279
-15,168
-48% -$79K 0.06% 128
2022
Q2 		$168K Buy
31,447
+881
+3% +$5.08K 0.13% 120
2022
Q1 		$189K Buy
30,566
+14,296
+88% +$88.8K 0.17% 112
2021
Q4 		$89K Sell
16,270
-3,546
-18% -$20K 0.08% 109
2021
Q3 		$118K Buy
+19,816
New +$110K 0.14% 91

Other funds holding MUFG

CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
AAM
Augustine Asset Management Jacksonville, Florida $494M AUM 76.22% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
HJIM
Henry James International Management New York $334M AUM 49.44% 1-Year Est. Return
JAM
JCIC Asset Management Toronto, Ontario, Canada $326M AUM 31.94% 1-Year Est. Return
AWA
Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return
BCM
BTC Capital Management Des Moines, Iowa $1.65B AUM 27.85% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Five Oceans Advisors's MUFG Position: Q2 2026 in Review

Five Oceans Advisors held its Mitsubishi UFJ Financial (MUFG) position steady in Q2 2026 at 43,112 shares worth $857K. The position accounts for 0.28% of the portfolio, ranked #49.

Five Oceans Advisors first reported a position in MUFG in Q3 2021 and has held it in 20 quarters since. 88 funds tracked by Wall St. Rank hold MUFG as of Q2 2026.

  • Five Oceans Advisors held 43,112 shares of Mitsubishi UFJ Financial worth $857K as of Q2 2026.
  • Five Oceans Advisors left its Mitsubishi UFJ Financial share count unchanged in Q2 2026.
  • Mitsubishi UFJ Financial made up 0.28% of Five Oceans Advisors's portfolio in Q2 2026, its #49 holding.
  • Five Oceans Advisors first reported a position in Mitsubishi UFJ Financial in Q3 2021 and has held it in 20 quarters since.
  • 88 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q2 2026.

Based on Five Oceans Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.