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Limestone Investment Advisors’s Mitsubishi UFJ Financial MUFG Stock Holding History

Limestone Investment 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
Q1 		$1M Hold
59,213
– – 0.08% 153
2025
Q4 		$939K Buy
+59,213
New +$916K 0.09% 154

Other funds holding MUFG

Fisher Asset Management
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Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Limestone Investment Advisors's MUFG Position: Q1 2026 in Review

Limestone Investment Advisors held its Mitsubishi UFJ Financial (MUFG) position steady in Q1 2026 at 59,213 shares worth $1M. The position accounts for 0.08% of the portfolio, ranked #153.

Limestone Investment Advisors first reported a position in MUFG in Q4 2025 and has held it in 2 quarters since. 537 funds tracked by Wall St. Rank hold MUFG as of Q1 2026.

  • Limestone Investment Advisors held 59,213 shares of Mitsubishi UFJ Financial worth $1M as of Q1 2026.
  • Limestone Investment Advisors left its Mitsubishi UFJ Financial share count unchanged in Q1 2026.
  • Mitsubishi UFJ Financial made up 0.08% of Limestone Investment Advisors's portfolio in Q1 2026, its #153 holding.
  • Limestone Investment Advisors first reported a position in Mitsubishi UFJ Financial in Q4 2025 and has held it in 2 quarters since.
  • 537 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q1 2026.

Based on Limestone Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.