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 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

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

Guardian Partners's MUFG Position: Q2 2026 in Review

Guardian Partners reduced its Mitsubishi UFJ Financial (MUFG) stake by 27% in Q2 2026, selling an estimated $2.85M and leaving 406,684 shares worth $8.09M. The position accounts for 0.73% of the portfolio, ranked #43.

Guardian Partners first reported a position in MUFG in Q4 2024 and has held it in 7 quarters since. The position peaked at $10.6M in Q4 2025. 576 funds tracked by Wall St. Rank hold MUFG as of Q2 2026.

Guardian Partners held 406,684 shares of Mitsubishi UFJ Financial worth $8.09M as of Q2 2026.
Guardian Partners sold 151,545 Mitsubishi UFJ Financial shares in Q2 2026, an estimated $2.85M.
Mitsubishi UFJ Financial made up 0.73% of Guardian Partners's portfolio in Q2 2026, its #43 holding.
Guardian Partners first reported a position in Mitsubishi UFJ Financial in Q4 2024 and has held it in 7 quarters since.
Guardian Partners's Mitsubishi UFJ Financial position peaked at $10.6M in Q4 2025.
576 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q2 2026.

Based on Guardian Partners's 13F filing for Q2 2026, filed 29 Jul 2026.