Gradient Investments’s Mitsubishi UFJ Financial MUFG Stock Holding History

Gradient Investments’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 Q3	$6.64M	Sell	288,000 -13,721	-5%	-$309K	0.09%	171
2026 Q2	$6M	Buy	301,721 +16,157	+6%	+$304K	0.08%	181
2026 Q1	$4.85M	Buy	+285,564	New	+$5.08M	0.08%	192
2024 Q1	–	Sell	-372	Closed	-$3.2K	–	1612
2023 Q4	$3.2K	Hold	372	–	–	﹤0.01%	1098
2023 Q3	$3.16K	Hold	372	–	–	﹤0.01%	1064
2023 Q2	$2.74K	Buy	+372	New	+$2.48K	﹤0.01%	1092
2013 Q4	–	Sell	-280	Closed	-$2K	–	629
2013 Q3	$2K	Buy	+280	New	+$1.78K	﹤0.01%	415

Other funds holding MUFG

LWAM

Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return

MNBTD

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return

BTWM

Baker Tilly Wealth Management Madison, Wisconsin $510M AUM 18.32% 1-Year Est. Return

MHR

Matthew Hamilton Rosenberg $558M AUM 12.28% 1-Year Est. Return

Gradient Investments's MUFG Position: Q3 2026 in Review

Gradient Investments reduced its Mitsubishi UFJ Financial (MUFG) stake by 4.5% in Q3 2026, selling an estimated $309K and leaving 288,000 shares worth $6.64M. The position accounts for 0.09% of the portfolio, ranked #171.

Gradient Investments first reported a position in MUFG in Q3 2013 and has held it in 7 quarters since. 19 funds tracked by Wall St. Rank hold MUFG as of Q3 2026.

Gradient Investments held 288,000 shares of Mitsubishi UFJ Financial worth $6.64M as of Q3 2026.
Gradient Investments sold 13,721 Mitsubishi UFJ Financial shares in Q3 2026, an estimated $309K.
Mitsubishi UFJ Financial made up 0.09% of Gradient Investments's portfolio in Q3 2026, its #171 holding.
Gradient Investments first reported a position in Mitsubishi UFJ Financial in Q3 2013 and has held it in 7 quarters since.
19 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q3 2026.

Based on Gradient Investments's 13F filing for Q3 2026, filed 8 Oct 2026.