LPL Financial’s Mitsubishi UFJ Financial MUFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $18M | Sell |
907,092
-20,343
| -2% | -$383K | ﹤0.01% | 1645 |
|
|
2026
Q1 | $15.7M | Buy |
927,435
+189,152
| +26% | +$3.37M | ﹤0.01% | 1645 |
|
|
2025
Q4 | $11.7M | Buy |
738,283
+48,906
| +7% | +$756K | ﹤0.01% | 1790 |
|
|
2025
Q3 | $11M | Buy |
689,377
+149,786
| +28% | +$2.22M | ﹤0.01% | 1781 |
|
|
2025
Q2 | $7.4M | Buy |
539,591
+81,360
| +18% | +$1.05M | ﹤0.01% | 1981 |
|
|
2025
Q1 | $6.25M | Buy |
458,231
+124,828
| +37% | +$1.61M | ﹤0.01% | 1969 |
|
|
2024
Q4 | $3.91M | Buy |
333,403
+115,315
| +53% | +$1.3M | ﹤0.01% | 2269 |
|
|
2024
Q3 | $2.22M | Buy |
218,088
+23,841
| +12% | +$252K | ﹤0.01% | 2623 |
|
|
2024
Q2 | $2.1M | Buy |
194,247
+67,272
| +53% | +$682K | ﹤0.01% | 2551 |
|
|
2024
Q1 | $1.3M | Buy |
126,975
+41,093
| +48% | +$398K | ﹤0.01% | 2946 |
|
|
2023
Q4 | $739K | Buy |
85,882
+31,049
| +57% | +$262K | ﹤0.01% | 3328 |
|
|
2023
Q3 | $466K | Sell |
54,833
-3,718
| -6% | -$29.7K | ﹤0.01% | 3549 |
|
|
2023
Q2 | $432K | Buy |
58,551
+2,610
| +5% | +$17.4K | ﹤0.01% | 3560 |
|
|
2023
Q1 | $357K | Buy |
55,941
+1,521
| +3% | +$10.6K | ﹤0.01% | 3607 |
|
|
2022
Q4 | $363K | Buy |
54,420
+42,096
| +342% | +$218K | ﹤0.01% | 3521 |
|
|
2022
Q3 | $55K | Sell |
12,324
-24,038
| -66% | -$125K | ﹤0.01% | 4222 |
|
|
2022
Q2 | $194K | Sell |
36,362
-239
| -0.7% | -$1.38K | ﹤0.01% | 3965 |
|
|
2022
Q1 | $227K | Sell |
36,601
-79,265
| -68% | -$493K | ﹤0.01% | 3767 |
|
|
2021
Q4 | $633K | Buy |
115,866
+12,455
| +12% | +$70.1K | ﹤0.01% | 3069 |
|
|
2021
Q3 | $613K | Buy |
103,411
+6,894
| +7% | +$38.3K | ﹤0.01% | 3033 |
|
|
2021
Q2 | $523K | Buy |
96,517
+22,483
| +30% | +$125K | ﹤0.01% | 3118 |
|
|
2021
Q1 | $398K | Buy |
74,034
+11,934
| +19% | +$61.6K | ﹤0.01% | 3221 |
|
|
2020
Q4 | $275K | Buy |
62,100
+17,575
| +39% | +$74.7K | ﹤0.01% | 3276 |
|
|
2020
Q3 | $179K | Sell |
44,525
-11,115
| -20% | -$44.9K | ﹤0.01% | 3239 |
|
|
2020
Q2 | $219K | Sell |
55,640
-217,847
| -80% | -$862K | ﹤0.01% | 3070 |
|
|
2020
Q1 | $1M | Sell |
273,487
-214,165
| -44% | -$1.02M | ﹤0.01% | 1615 |
|
|
2019
Q4 | $2.65M | Buy |
487,652
+17,824
| +4% | +$94.1K | ﹤0.01% | 1178 |
|
|
2019
Q3 | $2.39M | Buy |
469,828
+184,217
| +64% | +$903K | ﹤0.01% | 1151 |
|
|
2019
Q2 | $1.36M | Buy |
285,611
+261,236
| +1,072% | +$1.25M | ﹤0.01% | 1508 |
|
|
2019
Q1 | $121K | Buy |
24,375
+9,532
| +64% | +$49.6K | ﹤0.01% | 3046 |
|
|
2018
Q4 | $72K | Buy |
+14,843
| New | +$84K | ﹤0.01% | 2985 |
|
|
2018
Q3 | – | Sell |
-11,391
| Closed | -$64K | – | 3283 |
|
|
2018
Q2 | $64K | Sell |
11,391
-4,186
| -27% | -$26.5K | ﹤0.01% | 3137 |
|
|
2018
Q1 | $103K | Buy |
15,577
+2,990
| +24% | +$21.8K | ﹤0.01% | 3071 |
|
|
2017
Q4 | $92K | Buy |
12,587
+2,539
| +25% | +$17.3K | ﹤0.01% | 2941 |
|
|
2017
Q3 | $65K | Buy |
+10,048
| New | +$63.5K | ﹤0.01% | 2809 |
|
|
2015
Q4 | – | Sell |
-133,292
| Closed | -$846K | – | 3220 |
|
|
2015
Q3 | $846K | Buy |
133,292
+68,995
| +107% | +$467K | ﹤0.01% | 1363 |
|
|
2015
Q2 | $465K | Buy |
64,297
+1,533
| +2% | +$10.9K | ﹤0.01% | 1949 |
|
|
2015
Q1 | $396K | Buy |
62,764
+592
| +1% | +$3.51K | ﹤0.01% | 2021 |
|
|
2014
Q4 | $344K | Sell |
62,172
-611
| -1% | -$3.4K | ﹤0.01% | 2047 |
|
|
2014
Q3 | $349K | Sell |
62,783
-24,684
| -28% | -$144K | ﹤0.01% | 2056 |
|
|
2014
Q2 | $538K | Sell |
87,467
-25,639
| -23% | -$145K | ﹤0.01% | 1747 |
|
|
2014
Q1 | $627K | Sell |
113,106
-6,786
| -6% | -$40.5K | ﹤0.01% | 1572 |
|
|
2013
Q4 | $801K | Buy |
119,892
+7,283
| +6% | +$46.7K | 0.01% | 1402 |
|
|
2013
Q3 | $735K | Buy |
112,609
+5,223
| +5% | +$33.2K | ﹤0.01% | 1383 |
|
|
2013
Q2 | $667K | Buy |
+107,386
| New | +$688K | ﹤0.01% | 1371 |
|
Other funds holding MUFG
TAM
TWC
CGH
SCM
QCM
BCAM
LPL Financial's MUFG Position: Q2 2026 in Review
LPL Financial reduced its Mitsubishi UFJ Financial (MUFG) stake by 2.2% in Q2 2026, selling an estimated $383K and leaving 907,092 shares worth $18M. The position accounts for ﹤0.01% of the portfolio, ranked #1645.
LPL Financial first reported a position in MUFG in Q2 2013 and has held it in 45 quarters since. 332 funds tracked by Wall St. Rank hold MUFG as of Q2 2026.
- LPL Financial held 907,092 shares of Mitsubishi UFJ Financial worth $18M as of Q2 2026.
- LPL Financial sold 20,343 Mitsubishi UFJ Financial shares in Q2 2026, an estimated $383K.
- Mitsubishi UFJ Financial made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #1645 holding.
- LPL Financial first reported a position in Mitsubishi UFJ Financial in Q2 2013 and has held it in 45 quarters since.
- 332 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q2 2026.
Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.