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NBC Securities’s Mitsubishi UFJ Financial MUFG Stock Holding History

NBC Securities’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 		$37.1K Sell
1,866
-1
-0.1% -$19 ﹤0.01% 1406
2026
Q1 		$31.7K Buy
1,867
+31
+2% +$552 ﹤0.01% 1514
2025
Q4 		$29.1K Sell
1,836
-13,866
-88% -$214K ﹤0.01% 1589
2025
Q3 		$250K Sell
15,702
-351
-2% -$5.2K 0.02% 752
2025
Q2 		$220K Sell
16,053
-278
-2% -$3.6K 0.02% 797
2025
Q1 		$222K Buy
16,331
+16,309
+74,132% +$210K 0.02% 739
2024
Q4 		$261 Sell
22
-21,983
-100% -$247K 0.02% 663
2024
Q3 		$224K Sell
22,005
-469
-2% -$4.95K 0.02% 752
2024
Q2 		$242K Sell
22,474
-2,809
-11% -$28.5K 0.02% 688
2024
Q1 		$258K Sell
25,283
-5,823
-19% -$56.3K 0.02% 656
2023
Q4 		$267K Sell
31,106
-640
-2% -$5.4K 0.03% 631
2023
Q3 		$269K Buy
+31,746
New +$253K 0.03% 593

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

NBC Securities's MUFG Position: Q2 2026 in Review

NBC Securities reduced its Mitsubishi UFJ Financial (MUFG) stake by 0.05% in Q2 2026, selling an estimated $19 and leaving 1,866 shares worth $37.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1406.

NBC Securities first reported a position in MUFG in Q3 2023 and has held it in 12 quarters since. The position peaked at $269K in Q3 2023. 576 funds tracked by Wall St. Rank hold MUFG as of Q2 2026.

  • NBC Securities held 1,866 shares of Mitsubishi UFJ Financial worth $37.1K as of Q2 2026.
  • NBC Securities sold 1 Mitsubishi UFJ Financial share in Q2 2026, an estimated $19.
  • Mitsubishi UFJ Financial made up ﹤0.01% of NBC Securities's portfolio in Q2 2026, its #1406 holding.
  • NBC Securities first reported a position in Mitsubishi UFJ Financial in Q3 2023 and has held it in 12 quarters since.
  • NBC Securities's Mitsubishi UFJ Financial position peaked at $269K in Q3 2023.
  • 576 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q2 2026.

Based on NBC Securities's 13F filing for Q2 2026, filed 21 Jul 2026.