FG
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Foster Group’s Mitsubishi UFJ Financial MUFG Stock Holding History

Foster Group’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 		$402K Buy
20,235
+2,647
+15% +$49.9K 0.01% 203
2026
Q1 		$298K Buy
17,588
+304
+2% +$5.41K 0.01% 215
2025
Q4 		$274K Buy
17,284
+473
+3% +$7.31K 0.01% 229
2025
Q3 		$268K Buy
16,811
+600
+4% +$8.88K 0.01% 218
2025
Q2 		$222K Sell
16,211
-1,661
-9% -$21.5K 0.01% 228
2025
Q1 		$244K Buy
17,872
+7,215
+68% +$92.9K 0.01% 185
2024
Q4 		$125K Buy
10,657
+655
+7% +$7.37K ﹤0.01% 193
2024
Q3 		$102K Hold
10,002
– – ﹤0.01% 202
2024
Q2 		$108K Buy
+10,002
New +$101K ﹤0.01% 196

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

Foster Group's MUFG Position: Q2 2026 in Review

Foster Group increased its Mitsubishi UFJ Financial (MUFG) stake by 15% in Q2 2026, buying an estimated $49.9K and bringing the position to 20,235 shares worth $402K. The position accounts for 0.01% of the portfolio, ranked #203.

Foster Group first reported a position in MUFG in Q2 2024 and has held it in 9 quarters since. 88 funds tracked by Wall St. Rank hold MUFG as of Q2 2026.

  • Foster Group held 20,235 shares of Mitsubishi UFJ Financial worth $402K as of Q2 2026.
  • Foster Group bought 2,647 Mitsubishi UFJ Financial shares in Q2 2026, an estimated $49.9K.
  • Mitsubishi UFJ Financial made up 0.01% of Foster Group's portfolio in Q2 2026, its #203 holding.
  • Foster Group first reported a position in Mitsubishi UFJ Financial in Q2 2024 and has held it in 9 quarters since.
  • 88 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q2 2026.

Based on Foster Group's 13F filing for Q2 2026, filed 7 Jul 2026.