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LVW Advisors’s Mitsubishi UFJ Financial MUFG Stock Holding History

LVW 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 		$326K Buy
16,389
+5,313
+48% +$100K 0.03% 332
2026
Q1 		$188K Buy
+11,076
New +$197K 0.02% 424

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

LVW Advisors's MUFG Position: Q2 2026 in Review

LVW Advisors increased its Mitsubishi UFJ Financial (MUFG) stake by 48% in Q2 2026, buying an estimated $100K and bringing the position to 16,389 shares worth $326K. The position accounts for 0.03% of the portfolio, ranked #332.

LVW Advisors first reported a position in MUFG in Q1 2026 and has held it in 2 quarters since. 224 funds tracked by Wall St. Rank hold MUFG as of Q2 2026.

  • LVW Advisors held 16,389 shares of Mitsubishi UFJ Financial worth $326K as of Q2 2026.
  • LVW Advisors bought 5,313 Mitsubishi UFJ Financial shares in Q2 2026, an estimated $100K.
  • Mitsubishi UFJ Financial made up 0.03% of LVW Advisors's portfolio in Q2 2026, its #332 holding.
  • LVW Advisors first reported a position in Mitsubishi UFJ Financial in Q1 2026 and has held it in 2 quarters since.
  • 224 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q2 2026.

Based on LVW Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.