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Global Retirement Partners’s Mitsubishi UFJ Financial MUFG Stock Holding History

Global Retirement Partners’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 		$1.35M Buy
+67,736
New +$1.28M 0.02% 641
2025
Q4 		$892K Buy
56,217
+49,086
+688% +$759K 0.02% 707
2025
Q3 		$114K Buy
7,131
+1,064
+18% +$15.8K ﹤0.01% 1465
2025
Q2 		$83.2K Buy
+6,067
New +$78.4K ﹤0.01% 1515
2024
Q4 		$47.6K Sell
4,060
-1,055
-21% -$11.9K ﹤0.01% 1640
2024
Q3 		$52.1K Buy
5,115
+179
+4% +$1.89K ﹤0.01% 1538
2024
Q2 		$53.3K Sell
4,936
-3,736
-43% -$37.9K ﹤0.01% 1506
2024
Q1 		$88.7K Sell
8,672
-350
-4% -$3.39K ﹤0.01% 1137
2023
Q4 		$79.4K Buy
9,022
+834
+10% +$7.04K ﹤0.01% 1160
2023
Q3 		$66.6K Sell
8,188
-471
-5% -$3.76K ﹤0.01% 1125
2023
Q2 		$63.8K Buy
8,659
+157
+2% +$1.04K ﹤0.01% 1152
2023
Q1 		$51.6K Buy
8,502
+6,719
+377% +$47K ﹤0.01% 1222
2022
Q4 		$11.9K Buy
1,783
+413
+30% +$2.14K ﹤0.01% 1710
2022
Q3 		$6K Sell
1,370
-571
-29% -$2.97K ﹤0.01% 1877
2022
Q2 		$10K Sell
1,941
-241
-11% -$1.39K ﹤0.01% 1639
2022
Q1 		$13K Buy
+2,182
New +$13.6K ﹤0.01% 1524
2021
Q4 		– Sell
-1,607
Closed -$10K – 1225
2021
Q3 		$10K Buy
1,607
+1,092
+212% +$6.06K ﹤0.01% 1421
2021
Q2 		$3K Hold
515
– – ﹤0.01% 1681
2021
Q1 		$3K Hold
515
– – ﹤0.01% 1594
2020
Q4 		$2K Hold
515
– – ﹤0.01% 1616
2020
Q3 		$2K Hold
515
– – ﹤0.01% 1491
2020
Q2 		$2K Sell
515
-1,460
-74% -$5.78K ﹤0.01% 1468
2020
Q1 		$7K Sell
1,975
-968
-33% -$4.61K ﹤0.01% 1139
2019
Q4 		$16K Buy
2,943
+152
+5% +$802 ﹤0.01% 1020
2019
Q3 		$14K Buy
2,791
+1,115
+67% +$5.46K ﹤0.01% 1032
2019
Q2 		$8K Buy
+1,676
New +$8.05K ﹤0.01% 1167

Other funds holding MUFG

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Chevy Chase Trust
Chevy Chase Trust Bethesda, Maryland $38.8B AUM 41.35% 1-Year Est. Return

Global Retirement Partners's MUFG Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Mitsubishi UFJ Financial (MUFG) in Q2 2026: 67,736 shares worth $1.35M. The stake represents 0.02% of the portfolio and ranks #641 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in MUFG as recently as Q4 2025.

Global Retirement Partners first reported a position in MUFG in Q2 2019 and has held it in 26 quarters since. 576 funds tracked by Wall St. Rank hold MUFG as of Q2 2026.

  • Global Retirement Partners held 67,736 shares of Mitsubishi UFJ Financial worth $1.35M as of Q2 2026.
  • Mitsubishi UFJ Financial was a new Global Retirement Partners position in Q2 2026.
  • Mitsubishi UFJ Financial made up 0.02% of Global Retirement Partners's portfolio in Q2 2026, its #641 holding.
  • Global Retirement Partners first reported a position in Mitsubishi UFJ Financial in Q2 2019 and has held it in 26 quarters since.
  • 576 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.