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Loring Wolcott & Coolidge Fiduciary Advisors’s Mitsubishi UFJ Financial MUFG Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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 		$995K Buy
+50,000
New +$942K 0.01% 181
2021
Q3 		– Sell
-2,540
Closed -$14K – 875
2021
Q2 		$14K Buy
+2,540
New +$14.1K ﹤0.01% 573

Other funds holding MUFG

Fisher Asset Management
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
TAM
Todd Asset Management Louisville, Kentucky $5.63B AUM 45.28% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 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
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's MUFG Position: Q2 2026 in Review

Loring Wolcott & Coolidge Fiduciary Advisors opened a new position in Mitsubishi UFJ Financial (MUFG) in Q2 2026: 50,000 shares worth $995K. The stake represents 0.01% of the portfolio and ranks #181 among its holdings. This is a return to the name: Loring Wolcott & Coolidge Fiduciary Advisors previously reported a position in MUFG as recently as Q2 2021.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in MUFG in Q2 2021 and has held it in 2 quarters since. 306 funds tracked by Wall St. Rank hold MUFG as of Q2 2026.

  • Loring Wolcott & Coolidge Fiduciary Advisors held 50,000 shares of Mitsubishi UFJ Financial worth $995K as of Q2 2026.
  • Mitsubishi UFJ Financial was a new Loring Wolcott & Coolidge Fiduciary Advisors position in Q2 2026.
  • Mitsubishi UFJ Financial made up 0.01% of Loring Wolcott & Coolidge Fiduciary Advisors's portfolio in Q2 2026, its #181 holding.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Mitsubishi UFJ Financial in Q2 2021 and has held it in 2 quarters since.
  • 306 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q2 2026.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.