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Legacy Wealth Asset Management’s Mitsubishi UFJ Financial MUFG Stock Holding History

Legacy Wealth Asset Management’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 		$2.75M Sell
138,018
-884
-0.6% -$16.7K 0.6% 26
2026
Q1 		$2.36M Buy
138,902
+15,581
+13% +$277K 0.57% 30
2025
Q4 		$1.96M Sell
123,321
-19,754
-14% -$305K 0.48% 44
2025
Q3 		$2.28M Buy
143,075
+470
+0.3% +$6.96K 0.55% 29
2025
Q2 		$1.96M Sell
142,605
-74,199
-34% -$959K 0.5% 49
2025
Q1 		$2.96M Sell
216,804
-12,603
-5% -$162K 0.82% 15
2024
Q4 		$2.69M Sell
229,407
-5,803
-2% -$65.2K 0.73% 20
2024
Q3 		$2.39M Buy
235,210
+291
+0.1% +$3.07K 0.64% 28
2024
Q2 		$2.54M Sell
234,919
-9,241
-4% -$93.7K 0.72% 19
2024
Q1 		$2.5M Sell
244,160
-1,340
-0.5% -$13K 0.7% 22
2023
Q4 		$2.11M Buy
245,500
+28,389
+13% +$239K 0.69% 29
2023
Q3 		$1.84M Buy
217,111
+14,413
+7% +$115K 0.68% 30
2023
Q2 		$1.49M Buy
202,698
+1,152
+0.6% +$7.67K 0.52% 50
2023
Q1 		$1.29M Sell
201,546
-20,560
-9% -$144K 0.46% 55
2022
Q4 		$1.48M Sell
222,106
-80,281
-27% -$415K 0.56% 36
2022
Q3 		$1.36M Buy
+302,387
New +$1.57M 0.59% 37

Other funds holding MUFG

CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
BCAM
Boston Common Asset Management Boston, Massachusetts $1.69B AUM 28.29% 1-Year Est. Return
AAM
Augustine Asset Management Jacksonville, Florida $494M AUM 76.22% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
HJIM
Henry James International Management New York $334M AUM 49.44% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
MAMA
Myriad Asset Management Advisors West Palm Beach, Florida $424M AUM
JAM
JCIC Asset Management Toronto, Ontario, Canada $326M AUM 31.94% 1-Year Est. Return

Legacy Wealth Asset Management's MUFG Position: Q2 2026 in Review

Legacy Wealth Asset Management reduced its Mitsubishi UFJ Financial (MUFG) stake by 0.64% in Q2 2026, selling an estimated $16.7K and leaving 138,018 shares worth $2.75M. The position accounts for 0.6% of the portfolio, ranked #26.

Legacy Wealth Asset Management first reported a position in MUFG in Q3 2022 and has held it in 16 quarters since. The position peaked at $2.96M in Q1 2025. 123 funds tracked by Wall St. Rank hold MUFG as of Q2 2026.

  • Legacy Wealth Asset Management held 138,018 shares of Mitsubishi UFJ Financial worth $2.75M as of Q2 2026.
  • Legacy Wealth Asset Management sold 884 Mitsubishi UFJ Financial shares in Q2 2026, an estimated $16.7K.
  • Mitsubishi UFJ Financial made up 0.6% of Legacy Wealth Asset Management's portfolio in Q2 2026, its #26 holding.
  • Legacy Wealth Asset Management first reported a position in Mitsubishi UFJ Financial in Q3 2022 and has held it in 16 quarters since.
  • Legacy Wealth Asset Management's Mitsubishi UFJ Financial position peaked at $2.96M in Q1 2025.
  • 123 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q2 2026.

Based on Legacy Wealth Asset Management's 13F filing for Q2 2026, filed 9 Jul 2026.