James T. Borello
MUFG icon

James T. Borello’s Mitsubishi UFJ Financial MUFG Stock Holding History

James T. Borello’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 		$137K Hold
5,936
– – 0.03% 140
2026
Q2 		$118K Hold
5,936
– – 0.03% 152
2026
Q1 		$101K Buy
5,936
+5,847
+6,570% +$104K 0.03% 152
2025
Q4 		$1.41K Buy
+89
New +$1.38K ﹤0.01% 840

Other funds holding MUFG

Todd Asset Management
Todd Asset Management Louisville, Kentucky $5.51B AUM 33.77% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Crossmark Global Holdings
Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return
Boston Common Asset Management
Boston Common Asset Management Boston, Massachusetts $1.72B AUM 26.04% 1-Year Est. Return
Vise Technologies
Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return
Guardian Partners
Guardian Partners Toronto, Canada $1.13B AUM 28.37% 1-Year Est. Return
Moran Wealth Management
Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return
Quadrant Capital Group
Quadrant Capital Group Cincinnati, Ohio $3.7B AUM 33.76% 1-Year Est. Return
Augustine Asset Management
Augustine Asset Management Jacksonville, Florida $464M AUM 16.89% 1-Year Est. Return
Henry James International Management
Henry James International Management New York $330M AUM 35.5% 1-Year Est. Return

James T. Borello's MUFG Position: Q3 2026 in Review

James T. Borello held its Mitsubishi UFJ Financial (MUFG) position steady in Q3 2026 at 5,936 shares worth $137K. The position accounts for 0.03% of the portfolio, ranked #140.

James T. Borello first reported a position in MUFG in Q4 2025 and has held it in 4 quarters since. 196 funds tracked by Wall St. Rank hold MUFG as of Q3 2026.

  • James T. Borello held 5,936 shares of Mitsubishi UFJ Financial worth $137K as of Q3 2026.
  • James T. Borello left its Mitsubishi UFJ Financial share count unchanged in Q3 2026.
  • Mitsubishi UFJ Financial made up 0.03% of James T. Borello's portfolio in Q3 2026, its #140 holding.
  • James T. Borello first reported a position in Mitsubishi UFJ Financial in Q4 2025 and has held it in 4 quarters since.
  • 196 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q3 2026.

Based on James T. Borello's 13F filing for Q3 2026, filed 16 Oct 2026.