MFG
MUFG icon

Merit Financial Group’s Mitsubishi UFJ Financial MUFG Stock Holding History

Merit Financial 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 		$580K Buy
29,168
+8,415
+41% +$159K ﹤0.01% 1414
2026
Q1 		$352K Buy
20,753
+3,515
+20% +$62.6K ﹤0.01% 1569
2025
Q4 		$273K Buy
17,238
+2,084
+14% +$32.2K ﹤0.01% 1609
2025
Q3 		$242K Buy
15,154
+1,947
+15% +$28.8K ﹤0.01% 1559
2025
Q2 		$181K Sell
13,207
-203
-2% -$2.63K ﹤0.01% 1577
2025
Q1 		$183K Buy
+13,410
New +$173K ﹤0.01% 1314

Other funds holding MUFG

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
AAM
Augustine Asset Management Jacksonville, Florida $494M AUM 76.22% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
HJIM
Henry James International Management New York $334M AUM 49.44% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
MAMA
Myriad Asset Management Advisors West Palm Beach, Florida $424M AUM
JAM
JCIC Asset Management Toronto, Ontario, Canada $326M AUM 31.94% 1-Year Est. Return
AWA
Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return

Merit Financial Group's MUFG Position: Q2 2026 in Review

Merit Financial Group increased its Mitsubishi UFJ Financial (MUFG) stake by 41% in Q2 2026, buying an estimated $159K and bringing the position to 29,168 shares worth $580K. The position accounts for ﹤0.01% of the portfolio, ranked #1414.

Merit Financial Group first reported a position in MUFG in Q1 2025 and has held it in 6 quarters since. 103 funds tracked by Wall St. Rank hold MUFG as of Q2 2026.

  • Merit Financial Group held 29,168 shares of Mitsubishi UFJ Financial worth $580K as of Q2 2026.
  • Merit Financial Group bought 8,415 Mitsubishi UFJ Financial shares in Q2 2026, an estimated $159K.
  • Mitsubishi UFJ Financial made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #1414 holding.
  • Merit Financial Group first reported a position in Mitsubishi UFJ Financial in Q1 2025 and has held it in 6 quarters since.
  • 103 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.