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Louisbourg Investments’s Mitsubishi UFJ Financial MUFG Stock Holding History

Louisbourg Investments’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 		$1.03M Hold
52,032
– – 0.19% 95
2026
Q1 		$883K Buy
52,032
+6,400
+14% +$114K 0.17% 100
2025
Q4 		$724K Buy
45,632
+322
+0.7% +$4.98K 0.14% 99
2025
Q3 		$722K Hold
45,310
– – 0.16% 90
2025
Q2 		$622K Hold
45,310
– – 0.15% 94
2025
Q1 		$618K Hold
45,310
– – 0.17% 94
2024
Q4 		$531K Hold
45,310
– – 0.14% 97
2024
Q3 		$461K Hold
45,310
– – 0.12% 101
2024
Q2 		$489K Hold
45,310
– – 0.14% 96
2024
Q1 		$464K Hold
45,310
– – 0.13% 97
2023
Q4 		$390K Buy
+45,310
New +$382K 0.12% 97

Other funds holding MUFG

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
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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
GP
Guardian Partners Toronto, Canada $1.11B AUM 38.73% 1-Year Est. Return
EGA
Eagle Global Advisors Houston, Texas $3.02B AUM 34.37% 1-Year Est. Return
AAM
Augustine Asset Management Jacksonville, Florida $494M AUM 76.22% 1-Year Est. Return
PHS
Pekin Hardy Strauss Chicago, Illinois $1.14B AUM 37.36% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

Louisbourg Investments's MUFG Position: Q2 2026 in Review

Louisbourg Investments held its Mitsubishi UFJ Financial (MUFG) position steady in Q2 2026 at 52,032 shares worth $1.03M. The position accounts for 0.19% of the portfolio, ranked #95.

Louisbourg Investments first reported a position in MUFG in Q4 2023 and has held it in 11 quarters since. 226 funds tracked by Wall St. Rank hold MUFG as of Q2 2026.

  • Louisbourg Investments held 52,032 shares of Mitsubishi UFJ Financial worth $1.03M as of Q2 2026.
  • Louisbourg Investments left its Mitsubishi UFJ Financial share count unchanged in Q2 2026.
  • Mitsubishi UFJ Financial made up 0.19% of Louisbourg Investments's portfolio in Q2 2026, its #95 holding.
  • Louisbourg Investments first reported a position in Mitsubishi UFJ Financial in Q4 2023 and has held it in 11 quarters since.
  • 226 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q2 2026.

Based on Louisbourg Investments's 13F filing for Q2 2026, filed 23 Jul 2026.