Frank Rimerman Advisors’s Mitsubishi UFJ Financial MUFG Stock Holding History

Frank Rimerman 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	$258K	Sell	12,958 -214	-2%	-$4.03K	0.01%	546
2026 Q1	$224K	Buy	13,172 +1,396	+12%	+$24.8K	0.01%	558
2025 Q4	$187K	Buy	11,776 +1,032	+10%	+$16K	0.01%	594
2025 Q3	$171K	Buy	10,744 +115	+1%	+$1.7K	0.01%	588
2025 Q2	$146K	Buy	+10,629	New	+$137K	0.01%	554

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

Frank Rimerman Advisors's MUFG Position: Q2 2026 in Review

Frank Rimerman Advisors reduced its Mitsubishi UFJ Financial (MUFG) stake by 1.6% in Q2 2026, selling an estimated $4.03K and leaving 12,958 shares worth $258K. The position accounts for 0.01% of the portfolio, ranked #546.

Frank Rimerman Advisors first reported a position in MUFG in Q2 2025 and has held it in 5 quarters since. 576 funds tracked by Wall St. Rank hold MUFG as of Q2 2026.

Frank Rimerman Advisors held 12,958 shares of Mitsubishi UFJ Financial worth $258K as of Q2 2026.
Frank Rimerman Advisors sold 214 Mitsubishi UFJ Financial shares in Q2 2026, an estimated $4.03K.
Mitsubishi UFJ Financial made up 0.01% of Frank Rimerman Advisors's portfolio in Q2 2026, its #546 holding.
Frank Rimerman Advisors first reported a position in Mitsubishi UFJ Financial in Q2 2025 and has held it in 5 quarters since.
576 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q2 2026.

Based on Frank Rimerman Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.