Mount Yale Investment Advisors’s Mitsubishi UFJ Financial MUFG Stock Holding History

Mount Yale Investment 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	$500K	Sell	24,754 -1,375	-5%	-$25.9K	0.01%	784
2026 Q1	$443K	Sell	26,129 -1,284	-5%	-$22.9K	0.01%	757
2025 Q4	$435K	Sell	27,413 -6,194	-18%	-$95.8K	0.02%	495
2025 Q3	$536K	Buy	33,607 +32,682	+3,533%	+$484K	0.04%	404
2025 Q2	$12.7K	Buy	+925	New	+$12K	﹤0.01%	1108
2019 Q3	–	Sell	-48,356	Closed	-$233K	–	323
2019 Q2	$233K	Buy	+48,356	New	+$232K	0.04%	284
2018 Q2	–	Sell	-2,600	Closed	-$17K	–	988
2018 Q1	$17K	Buy	+2,600	New	+$18.9K	﹤0.01%	796

Other funds holding MUFG

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Chevy Chase Trust Bethesda, Maryland $38.8B AUM 41.35% 1-Year Est. Return

Mount Yale Investment Advisors's MUFG Position: Q2 2026 in Review

Mount Yale Investment Advisors reduced its Mitsubishi UFJ Financial (MUFG) stake by 5.3% in Q2 2026, selling an estimated $25.9K and leaving 24,754 shares worth $500K. The position accounts for 0.01% of the portfolio, ranked #784.

Mount Yale Investment Advisors first reported a position in MUFG in Q1 2018 and has held it in 7 quarters since. The position peaked at $536K in Q3 2025. 576 funds tracked by Wall St. Rank hold MUFG as of Q2 2026.

Mount Yale Investment Advisors held 24,754 shares of Mitsubishi UFJ Financial worth $500K as of Q2 2026.
Mount Yale Investment Advisors sold 1,375 Mitsubishi UFJ Financial shares in Q2 2026, an estimated $25.9K.
Mitsubishi UFJ Financial made up 0.01% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #784 holding.
Mount Yale Investment Advisors first reported a position in Mitsubishi UFJ Financial in Q1 2018 and has held it in 7 quarters since.
Mount Yale Investment Advisors's Mitsubishi UFJ Financial position peaked at $536K in Q3 2025.
576 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.