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

Kestra 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
Q1 		$369K Sell
21,715
-26,863
-55% -$478K ﹤0.01% 2463
2025
Q4 		$770K Buy
48,578
+1,271
+3% +$19.7K ﹤0.01% 1850
2025
Q3 		$754K Buy
47,307
+10,605
+29% +$157K ﹤0.01% 1782
2025
Q2 		$504K Buy
36,702
+12,570
+52% +$163K ﹤0.01% 1961
2025
Q1 		$329K Sell
24,132
-8,007
-25% -$103K ﹤0.01% 2113
2024
Q4 		$377K Buy
32,139
+11,600
+56% +$130K ﹤0.01% 2068
2024
Q3 		$209K Sell
20,539
-15,447
-43% -$163K ﹤0.01% 2340
2024
Q2 		$389K Buy
35,986
+305
+0.9% +$3.09K ﹤0.01% 1942
2024
Q1 		$365K Buy
35,681
+7,329
+26% +$70.9K ﹤0.01% 1866
2023
Q4 		$244K Buy
28,352
+3,968
+16% +$33.5K ﹤0.01% 1984
2023
Q3 		$207K Buy
24,384
+11,475
+89% +$91.5K ﹤0.01% 1914
2023
Q2 		$95.1K Buy
+12,909
New +$86K ﹤0.01% 2001
2023
Q1 		– Sell
-35,889
Closed -$239K – 2232
2022
Q4 		$239K Buy
35,889
+7,286
+25% +$37.7K ﹤0.01% 1900
2022
Q3 		$129K Buy
28,603
+6,366
+29% +$33.1K ﹤0.01% 1944
2022
Q2 		$119K Buy
22,237
+6,112
+38% +$35.2K ﹤0.01% 1976
2022
Q1 		$100K Sell
16,125
-3,884
-19% -$24.1K ﹤0.01% 1931
2021
Q4 		$109K Buy
20,009
+684
+4% +$3.85K ﹤0.01% 1935
2021
Q3 		$115K Buy
19,325
+1,453
+8% +$8.07K ﹤0.01% 2044
2021
Q2 		$97K Buy
17,872
+5,000
+39% +$27.8K ﹤0.01% 1955
2021
Q1 		$69K Buy
+12,872
New +$66.4K ﹤0.01% 1815

Other funds holding MUFG

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Kestra Advisory Services's MUFG Position: Q1 2026 in Review

Kestra Advisory Services reduced its Mitsubishi UFJ Financial (MUFG) stake by 55% in Q1 2026, selling an estimated $478K and leaving 21,715 shares worth $369K. The position accounts for ﹤0.01% of the portfolio, ranked #2463.

Kestra Advisory Services first reported a position in MUFG in Q1 2021 and has held it in 20 quarters since. The position peaked at $770K in Q4 2025. 537 funds tracked by Wall St. Rank hold MUFG as of Q1 2026.

  • Kestra Advisory Services held 21,715 shares of Mitsubishi UFJ Financial worth $369K as of Q1 2026.
  • Kestra Advisory Services sold 26,863 Mitsubishi UFJ Financial shares in Q1 2026, an estimated $478K.
  • Mitsubishi UFJ Financial made up ﹤0.01% of Kestra Advisory Services's portfolio in Q1 2026, its #2463 holding.
  • Kestra Advisory Services first reported a position in Mitsubishi UFJ Financial in Q1 2021 and has held it in 20 quarters since.
  • Kestra Advisory Services's Mitsubishi UFJ Financial position peaked at $770K in Q4 2025.
  • 537 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.