JFS Wealth Advisors’s Mitsubishi UFJ Financial MUFG Stock Holding History

JFS Wealth Advisors’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	$66.6K	Hold	3,348	–	–	﹤0.01%	494
2026 Q1	$56.8K	Hold	3,348	–	–	﹤0.01%	496
2025 Q4	$53.1K	Hold	3,348	–	–	﹤0.01%	504
2025 Q3	$53.4K	Hold	3,348	–	–	﹤0.01%	493
2025 Q2	$45.9K	Sell	3,348 -215	-6%	-$2.78K	﹤0.01%	479
2025 Q1	$48.6K	Hold	3,563	–	–	﹤0.01%	479
2024 Q4	$41.8K	Buy	3,563 +80	+2%	+$899	﹤0.01%	496
2024 Q3	$35.5K	Buy	3,483 +91	+3%	+$961	﹤0.01%	525
2024 Q2	$36.6K	Hold	3,392	–	–	﹤0.01%	470
2024 Q1	$34.7K	Buy	3,392 +43	+1%	+$416	﹤0.01%	506
2023 Q4	$28.8K	Buy	3,349 +390	+13%	+$3.29K	﹤0.01%	511
2023 Q3	$25.1K	Hold	2,959	–	–	﹤0.01%	495
2023 Q2	$21.8K	Buy	2,959 +81	+3%	+$539	﹤0.01%	528
2023 Q1	$18.4K	Sell	2,878 -37	-1%	-$259	﹤0.01%	557
2022 Q4	$19.4K	Sell	2,915 -13,130	-82%	-$67.9K	﹤0.01%	540
2022 Q3	$72K	Buy	16,045 +2,392	+18%	+$12.5K	0.01%	322
2022 Q2	$73K	Sell	13,653 -1,567	-10%	-$9.03K	0.01%	334
2022 Q1	$94K	Sell	15,220 -269	-2%	-$1.67K	0.01%	312
2021 Q4	$85K	Buy	15,489 +987	+7%	+$5.56K	0.01%	336
2021 Q3	$86K	Hold	14,502	–	–	0.01%	336
2021 Q2	$79K	Hold	14,502	–	–	0.01%	239
2021 Q1	$78K	Hold	14,502	–	–	0.02%	213
2020 Q4	$64K	Hold	14,502	–	–	0.01%	225
2020 Q3	$58K	Hold	14,502	–	–	0.01%	216
2020 Q2	$57K	Hold	14,502	–	–	0.01%	218
2020 Q1	$53K	Hold	14,502	–	–	0.02%	216
2019 Q4	$79K	Hold	14,502	–	–	0.02%	210
2019 Q3	$74K	Hold	14,502	–	–	0.02%	212
2019 Q2	$69K	Buy	14,502 +416	+3%	+$2K	0.02%	218
2019 Q1	$70K	Buy	14,086 +820	+6%	+$4.26K	0.02%	207
2018 Q4	$65K	Hold	13,266	–	–	0.02%	204
2018 Q3	$82K	Buy	13,266 +762	+6%	+$4.6K	0.02%	213
2018 Q2	$71K	Buy	12,504 +2,209	+21%	+$14K	0.02%	217
2018 Q1	$68K	Sell	10,295 -2,131	-17%	-$15.5K	0.02%	225
2017 Q4	$90K	Hold	12,426	–	–	0.02%	203
2017 Q3	$80K	Hold	12,426	–	–	0.02%	201
2017 Q2	$84K	Sell	12,426 -133	-1%	-$847	0.02%	180
2017 Q1	$77K	Hold	12,559	–	–	0.02%	188
2016 Q4	$77K	Hold	12,559	–	–	0.02%	188
2016 Q3	$63K	Hold	12,559	–	–	0.02%	216
2016 Q2	$56K	Buy	12,559 +2,480	+25%	+$11.7K	0.02%	243
2016 Q1	$46K	Buy	10,079 +3,744	+59%	+$18.3K	0.01%	243
2015 Q4	$39K	Sell	6,335 -7,350	-54%	-$47.5K	0.01%	266
2015 Q3	$83K	Buy	13,685 +790	+6%	+$5.35K	0.04%	168
2015 Q2	$93K	Hold	12,895	–	–	0.05%	131
2015 Q1	$80K	Hold	12,895	–	–	0.04%	140
2014 Q4	$71K	Hold	12,895	–	–	0.01%	153
2014 Q3	$72K	Hold	12,895	–	–	0.01%	151
2014 Q2	$79K	Buy	12,895 +260	+2%	+$1.47K	0.01%	141
2014 Q1	$70K	Hold	12,635	–	–	0.04%	111
2013 Q4	$84K	Sell	12,635 -620	-5%	-$3.98K	0.04%	128
2013 Q3	$85K	Buy	13,255 +620	+5%	+$3.94K	0.04%	123
2013 Q2	$78.5K	Buy	+12,635	New	+$80.9K	0.04%	112

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

JFS Wealth Advisors's MUFG Position: Q2 2026 in Review

JFS Wealth Advisors held its Mitsubishi UFJ Financial (MUFG) position steady in Q2 2026 at 3,348 shares worth $66.6K. The position accounts for ﹤0.01% of the portfolio, ranked #494.

JFS Wealth Advisors first reported a position in MUFG in Q2 2013 and has held it in 53 quarters since. The position peaked at $94K in Q1 2022. 572 funds tracked by Wall St. Rank hold MUFG as of Q2 2026.

JFS Wealth Advisors held 3,348 shares of Mitsubishi UFJ Financial worth $66.6K as of Q2 2026.
JFS Wealth Advisors left its Mitsubishi UFJ Financial share count unchanged in Q2 2026.
Mitsubishi UFJ Financial made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #494 holding.
JFS Wealth Advisors first reported a position in Mitsubishi UFJ Financial in Q2 2013 and has held it in 53 quarters since.
JFS Wealth Advisors's Mitsubishi UFJ Financial position peaked at $94K in Q1 2022.
572 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.