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
Q3 		$1.04M Buy
45,104
+10,376
+30% +$234K ﹤0.01% 1068
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% +$1.94K ﹤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 $348B AUM 26.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Todd Asset Management
Todd Asset Management Louisville, Kentucky $5.51B AUM 33.77% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky Frankfort, Kentucky $14.7B AUM 33.6% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Lido Advisors's MUFG Position: Q3 2026 in Review

Lido Advisors increased its Mitsubishi UFJ Financial (MUFG) stake by 30% in Q3 2026, buying an estimated $234K and bringing the position to 45,104 shares worth $1.04M. The position accounts for ﹤0.01% of the portfolio, ranked #1068.

Lido Advisors first reported a position in MUFG in Q4 2023 and has held it in 12 quarters since. 374 funds tracked by Wall St. Rank hold MUFG as of Q3 2026.

  • Lido Advisors held 45,104 shares of Mitsubishi UFJ Financial worth $1.04M as of Q3 2026.
  • Lido Advisors bought 10,376 Mitsubishi UFJ Financial shares in Q3 2026, an estimated $234K.
  • Mitsubishi UFJ Financial made up ﹤0.01% of Lido Advisors's portfolio in Q3 2026, its #1068 holding.
  • Lido Advisors first reported a position in Mitsubishi UFJ Financial in Q4 2023 and has held it in 12 quarters since.
  • 374 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q3 2026.

Based on Lido Advisors's 13F filing for Q3 2026, filed 4 Nov 2026.