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 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

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

Kestra Advisory Services's MUFG Position: Q2 2026 in Review

Kestra Advisory Services increased its Mitsubishi UFJ Financial (MUFG) stake by 0.41% in Q2 2026, buying an estimated $1.68K and bringing the position to 21,804 shares worth $434K. The position accounts for ﹤0.01% of the portfolio, ranked #2447.

Kestra Advisory Services first reported a position in MUFG in Q1 2021 and has held it in 21 quarters since. The position peaked at $770K in Q4 2025. 576 funds tracked by Wall St. Rank hold MUFG as of Q2 2026.

Kestra Advisory Services held 21,804 shares of Mitsubishi UFJ Financial worth $434K as of Q2 2026.
Kestra Advisory Services bought 89 Mitsubishi UFJ Financial shares in Q2 2026, an estimated $1.68K.
Mitsubishi UFJ Financial made up ﹤0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #2447 holding.
Kestra Advisory Services first reported a position in Mitsubishi UFJ Financial in Q1 2021 and has held it in 21 quarters since.
Kestra Advisory Services's Mitsubishi UFJ Financial position peaked at $770K in Q4 2025.
576 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.