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Lloyd Advisory Services’s Mitsubishi UFJ Financial MUFG Stock Holding History

Lloyd 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 		– Sell
-534
Closed -$9.06K – 861
2026
Q1 		$9.06K Buy
+534
New +$9.5K ﹤0.01% 493
2023
Q4 		– Sell
-11,242
Closed -$95.4K – 264
2023
Q3 		$95.4K Buy
+11,242
New +$89.7K 0.03% 251

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Bank of America
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Northern Trust
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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

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

Lloyd Advisory Services sold out of Mitsubishi UFJ Financial (MUFG) in Q2 2026, closing a stake of 534 shares — an estimated $9.06K sold.

Lloyd Advisory Services first reported a position in MUFG in Q3 2023 and held it in 2 quarters. The position peaked at $95.4K in Q3 2023. 576 funds tracked by Wall St. Rank hold MUFG as of Q2 2026.

  • Lloyd Advisory Services reported no remaining Mitsubishi UFJ Financial position as of Q2 2026 after selling out during the quarter.
  • Lloyd Advisory Services sold 534 Mitsubishi UFJ Financial shares in Q2 2026, an estimated $9.06K.
  • Lloyd Advisory Services first reported a position in Mitsubishi UFJ Financial in Q3 2023 and held it in 2 quarters.
  • Lloyd Advisory Services's Mitsubishi UFJ Financial position peaked at $95.4K in Q3 2023.
  • 576 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q2 2026.

Based on Lloyd Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.