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

Lido 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 		$700K Buy
34,728
+2,453
+8% +$46.2K ﹤0.01% 1286
2026
Q1 		$548K Buy
32,275
+8,370
+35% +$149K ﹤0.01% 1251
2025
Q4 		$381K Buy
23,905
+1
+0% +$15 ﹤0.01% 1440
2025
Q3 		$381K Buy
23,904
+1,452
+6% +$21.5K ﹤0.01% 1360
2025
Q2 		$314K Buy
22,452
+921
+4% +$11.9K ﹤0.01% 1323
2025
Q1 		$293K Sell
21,531
-2,105
-9% -$27.1K ﹤0.01% 1224
2024
Q4 		$277K Buy
23,636
+173
+0.7% +$1.95K ﹤0.01% 1244
2024
Q3 		$239K Buy
23,463
+1,270
+6% +$13.4K ﹤0.01% 1251
2024
Q2 		$242K Buy
22,193
+4,954
+29% +$50.2K ﹤0.01% 1211
2024
Q1 		$176K Buy
17,239
+6,637
+63% +$64.2K ﹤0.01% 1278
2023
Q4 		$91.3K Buy
+10,602
New +$89.4K ﹤0.01% 1293

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

Lido Advisors's MUFG Position: Q2 2026 in Review

Lido Advisors increased its Mitsubishi UFJ Financial (MUFG) stake by 7.6% in Q2 2026, buying an estimated $46.2K and bringing the position to 34,728 shares worth $700K. The position accounts for ﹤0.01% of the portfolio, ranked #1286.

Lido Advisors first reported a position in MUFG in Q4 2023 and has held it in 11 quarters since. 576 funds tracked by Wall St. Rank hold MUFG as of Q2 2026.

  • Lido Advisors held 34,728 shares of Mitsubishi UFJ Financial worth $700K as of Q2 2026.
  • Lido Advisors bought 2,453 Mitsubishi UFJ Financial shares in Q2 2026, an estimated $46.2K.
  • Mitsubishi UFJ Financial made up ﹤0.01% of Lido Advisors's portfolio in Q2 2026, its #1286 holding.
  • Lido Advisors first reported a position in Mitsubishi UFJ Financial in Q4 2023 and has held it in 11 quarters since.
  • 576 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.