Guardian Partners’s Mitsubishi UFJ Financial MUFG Stock Holding History

Guardian 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 Q3	$9.24M	Sell	400,574 -6,110	-2%	-$138K	0.82%	37
2026 Q2	$8.09M	Sell	406,684 -151,545	-27%	-$2.85M	0.73%	43
2026 Q1	$9.5M	Sell	558,229 -15,409	-3%	-$274K	0.79%	40
2025 Q4	$10.6M	Buy	573,638 +8,563	+2%	+$132K	0.85%	36
2025 Q3	$8.84M	Buy	565,075 +2,150	+0.4%	+$31.8K	0.75%	47
2025 Q2	$7.67M	Sell	562,925 -13,090	-2%	-$169K	0.69%	50
2025 Q1	$6.96M	Sell	576,015 -9,158	-2%	-$118K	0.72%	46
2024 Q4	$7.07M	Buy	+585,173	New	+$6.58M	0.72%	50

Other funds holding MUFG

Todd Asset Management Louisville, Kentucky $5.51B AUM 33.77% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return

Boston Common Asset Management Boston, Massachusetts $1.72B AUM 26.04% 1-Year Est. Return

Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return

Quadrant Capital Group Cincinnati, Ohio $3.7B AUM 33.76% 1-Year Est. Return

Augustine Asset Management Jacksonville, Florida $464M AUM 16.89% 1-Year Est. Return

Henry James International Management New York $330M AUM 35.5% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Guardian Partners's MUFG Position: Q3 2026 in Review

Guardian Partners reduced its Mitsubishi UFJ Financial (MUFG) stake by 1.5% in Q3 2026, selling an estimated $138K and leaving 400,574 shares worth $9.24M. The position accounts for 0.82% of the portfolio, ranked #37.

Guardian Partners first reported a position in MUFG in Q4 2024 and has held it in 8 quarters since. The position peaked at $10.6M in Q4 2025. 167 funds tracked by Wall St. Rank hold MUFG as of Q3 2026.

Guardian Partners held 400,574 shares of Mitsubishi UFJ Financial worth $9.24M as of Q3 2026.
Guardian Partners sold 6,110 Mitsubishi UFJ Financial shares in Q3 2026, an estimated $138K.
Mitsubishi UFJ Financial made up 0.82% of Guardian Partners's portfolio in Q3 2026, its #37 holding.
Guardian Partners first reported a position in Mitsubishi UFJ Financial in Q4 2024 and has held it in 8 quarters since.
Guardian Partners's Mitsubishi UFJ Financial position peaked at $10.6M in Q4 2025.
167 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q3 2026.

Based on Guardian Partners's 13F filing for Q3 2026, filed 21 Oct 2026.