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JNBA Financial Advisors’s Mitsubishi UFJ Financial MUFG Stock Holding History

JNBA Financial 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 		$7.04K Buy
+354
New +$6.67K ﹤0.01% 560
2016
Q4 		– Sell
-35,781
Closed -$181K – 1012
2016
Q3 		$181K Buy
+35,781
New +$181K 0.03% 242

Other funds holding MUFG

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Chevy Chase Trust
Chevy Chase Trust Bethesda, Maryland $38.8B AUM 41.35% 1-Year Est. Return

JNBA Financial Advisors's MUFG Position: Q2 2026 in Review

JNBA Financial Advisors opened a new position in Mitsubishi UFJ Financial (MUFG) in Q2 2026: 354 shares worth $7.04K. The stake represents ﹤0.01% of the portfolio and ranks #560 among its holdings. This is a return to the name: JNBA Financial Advisors previously reported a position in MUFG as recently as Q3 2016.

JNBA Financial Advisors first reported a position in MUFG in Q3 2016 and has held it in 2 quarters since. The position peaked at $181K in Q3 2016. 576 funds tracked by Wall St. Rank hold MUFG as of Q2 2026.

  • JNBA Financial Advisors held 354 shares of Mitsubishi UFJ Financial worth $7.04K as of Q2 2026.
  • Mitsubishi UFJ Financial was a new JNBA Financial Advisors position in Q2 2026.
  • Mitsubishi UFJ Financial made up ﹤0.01% of JNBA Financial Advisors's portfolio in Q2 2026, its #560 holding.
  • JNBA Financial Advisors first reported a position in Mitsubishi UFJ Financial in Q3 2016 and has held it in 2 quarters since.
  • JNBA Financial Advisors's Mitsubishi UFJ Financial position peaked at $181K in Q3 2016.
  • 576 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q2 2026.

Based on JNBA Financial Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.