LI
MUFG icon

LRI Investments’s Mitsubishi UFJ Financial MUFG Stock Holding History

LRI 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 		$192K Buy
9,676
+647
+7% +$12.2K 0.02% 330
2026
Q1 		$153K Sell
9,029
-735
-8% -$13.1K 0.01% 334
2025
Q4 		$155K Hold
9,764
– – 0.01% 338
2025
Q3 		$156K Buy
9,764
+87
+0.9% +$1.29K 0.01% 337
2025
Q2 		$133K Buy
9,677
+1,218
+14% +$15.7K 0.01% 368
2025
Q1 		$115K Sell
8,459
-6,697
-44% -$86.3K 0.01% 387
2024
Q4 		$178K Hold
15,156
– – 0.02% 296
2024
Q3 		$183K Hold
15,156
– – 0.02% 298
2024
Q2 		$164K Buy
+15,156
New +$154K 0.02% 288

Other funds holding MUFG

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
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

LRI Investments's MUFG Position: Q2 2026 in Review

LRI Investments increased its Mitsubishi UFJ Financial (MUFG) stake by 7.2% in Q2 2026, buying an estimated $12.2K and bringing the position to 9,676 shares worth $192K. The position accounts for 0.02% of the portfolio, ranked #330.

LRI Investments first reported a position in MUFG in Q2 2024 and has held it in 9 quarters since. 576 funds tracked by Wall St. Rank hold MUFG as of Q2 2026.

  • LRI Investments held 9,676 shares of Mitsubishi UFJ Financial worth $192K as of Q2 2026.
  • LRI Investments bought 647 Mitsubishi UFJ Financial shares in Q2 2026, an estimated $12.2K.
  • Mitsubishi UFJ Financial made up 0.02% of LRI Investments's portfolio in Q2 2026, its #330 holding.
  • LRI Investments first reported a position in Mitsubishi UFJ Financial in Q2 2024 and has held it in 9 quarters since.
  • 576 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.