Kestra Advisory Services
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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
Q3 		$1.04M Buy
45,213
+23,409
+107% +$528K ﹤0.01% 1941
2026
Q2 		$434K Buy
21,804
+89
+0.4% +$1.68K ﹤0.01% 2447
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

Todd Asset Management
Todd Asset Management Louisville, Kentucky $5.51B AUM 33.77% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 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
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Quadrant Capital Group
Quadrant Capital Group Cincinnati, Ohio $3.7B AUM 33.76% 1-Year Est. Return

Kestra Advisory Services's MUFG Position: Q3 2026 in Review

Kestra Advisory Services increased its Mitsubishi UFJ Financial (MUFG) stake by 107% in Q3 2026, buying an estimated $528K and bringing the position to 45,213 shares worth $1.04M. The position accounts for ﹤0.01% of the portfolio, ranked #1941.

Kestra Advisory Services first reported a position in MUFG in Q1 2021 and has held it in 22 quarters since. 222 funds tracked by Wall St. Rank hold MUFG as of Q3 2026.

  • Kestra Advisory Services held 45,213 shares of Mitsubishi UFJ Financial worth $1.04M as of Q3 2026.
  • Kestra Advisory Services bought 23,409 Mitsubishi UFJ Financial shares in Q3 2026, an estimated $528K.
  • Mitsubishi UFJ Financial made up ﹤0.01% of Kestra Advisory Services's portfolio in Q3 2026, its #1941 holding.
  • Kestra Advisory Services first reported a position in Mitsubishi UFJ Financial in Q1 2021 and has held it in 22 quarters since.
  • 222 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q3 2026.

Based on Kestra Advisory Services's 13F filing for Q3 2026, filed 2 Nov 2026.