MG
MUFG icon

Mather Group’s Mitsubishi UFJ Financial MUFG Stock Holding History

Mather Group’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 		$51.2K Buy
2,573
+773
+43% +$14.6K ﹤0.01% 1092
2026
Q1 		$30.5K Buy
+1,800
New +$32K ﹤0.01% 1172
2025
Q4 		– Sell
-1,207
Closed -$19.2K – 1281
2025
Q3 		$19.2K Buy
+1,207
New +$17.9K ﹤0.01% 1132
2025
Q2 		– Sell
-1,207
Closed -$16.5K – 1314
2025
Q1 		$16.5K Hold
1,207
– – ﹤0.01% 1135
2024
Q4 		$14.1K Hold
1,207
– – ﹤0.01% 1156
2024
Q3 		$12.3K Buy
1,207
+668
+124% +$7.05K ﹤0.01% 1146
2024
Q2 		$5.51K Sell
539
-120
-18% -$1.22K ﹤0.01% 1593
2024
Q1 		$5.67K Buy
+659
New +$6.38K ﹤0.01% 1332

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

Mather Group's MUFG Position: Q2 2026 in Review

Mather Group increased its Mitsubishi UFJ Financial (MUFG) stake by 43% in Q2 2026, buying an estimated $14.6K and bringing the position to 2,573 shares worth $51.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1092.

Mather Group first reported a position in MUFG in Q1 2024 and has held it in 8 quarters since. 572 funds tracked by Wall St. Rank hold MUFG as of Q2 2026.

  • Mather Group held 2,573 shares of Mitsubishi UFJ Financial worth $51.2K as of Q2 2026.
  • Mather Group bought 773 Mitsubishi UFJ Financial shares in Q2 2026, an estimated $14.6K.
  • Mitsubishi UFJ Financial made up ﹤0.01% of Mather Group's portfolio in Q2 2026, its #1092 holding.
  • Mather Group first reported a position in Mitsubishi UFJ Financial in Q1 2024 and has held it in 8 quarters since.
  • 572 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q2 2026.

Based on Mather Group's 13F filing for Q2 2026, filed 27 Jul 2026.