IMA Advisory Services’s Mitsubishi UFJ Financial MUFG Stock Holding History

IMA Advisory Services’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	$32.8K	Buy	1,651 +1,361	+469%	+$25.6K	﹤0.01%	568
2026 Q1	$4.92K	Sell	290 -12	-4%	-$214	﹤0.01%	410
2025 Q4	$4.79K	Buy	+302	New	+$4.67K	﹤0.01%	432

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

IMA Advisory Services's MUFG Position: Q2 2026 in Review

IMA Advisory Services increased its Mitsubishi UFJ Financial (MUFG) stake by 469% in Q2 2026, buying an estimated $25.6K and bringing the position to 1,651 shares worth $32.8K. The position accounts for ﹤0.01% of the portfolio, ranked #568.

IMA Advisory Services first reported a position in MUFG in Q4 2025 and has held it in 3 quarters since. 576 funds tracked by Wall St. Rank hold MUFG as of Q2 2026.

IMA Advisory Services held 1,651 shares of Mitsubishi UFJ Financial worth $32.8K as of Q2 2026.
IMA Advisory Services bought 1,361 Mitsubishi UFJ Financial shares in Q2 2026, an estimated $25.6K.
Mitsubishi UFJ Financial made up ﹤0.01% of IMA Advisory Services's portfolio in Q2 2026, its #568 holding.
IMA Advisory Services first reported a position in Mitsubishi UFJ Financial in Q4 2025 and has held it in 3 quarters since.
576 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q2 2026.

Based on IMA Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.