MFG
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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

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

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. 576 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.
  • 576 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.