Nisa Investment Advisors
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Nisa Investment Advisors’s Mitsubishi UFJ Financial MUFG Stock Holding History

Nisa 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 		$147K Buy
7,325
+303
+4% +$5.71K ﹤0.01% 1364
2026
Q1 		$119K Buy
7,022
+291
+4% +$5.18K ﹤0.01% 1367
2025
Q4 		$107K Buy
6,731
+731
+12% +$11.3K ﹤0.01% 1409
2025
Q3 		$95.6K Hold
6,000
– – ﹤0.01% 1453
2025
Q2 		$82.3K Buy
6,000
+3,000
+100% +$38.8K ﹤0.01% 1459
2025
Q1 		$40.9K Buy
+3,000
New +$38.6K ﹤0.01% 1642

Other funds holding MUFG

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
TAM
Todd Asset Management Louisville, Kentucky $5.63B AUM 45.28% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

Nisa Investment Advisors's MUFG Position: Q2 2026 in Review

Nisa Investment Advisors increased its Mitsubishi UFJ Financial (MUFG) stake by 4.3% in Q2 2026, buying an estimated $5.71K and bringing the position to 7,325 shares worth $147K. The position accounts for ﹤0.01% of the portfolio, ranked #1364.

Nisa Investment Advisors first reported a position in MUFG in Q1 2025 and has held it in 6 quarters since. 366 funds tracked by Wall St. Rank hold MUFG as of Q2 2026.

  • Nisa Investment Advisors held 7,325 shares of Mitsubishi UFJ Financial worth $147K as of Q2 2026.
  • Nisa Investment Advisors bought 303 Mitsubishi UFJ Financial shares in Q2 2026, an estimated $5.71K.
  • Mitsubishi UFJ Financial made up ﹤0.01% of Nisa Investment Advisors's portfolio in Q2 2026, its #1364 holding.
  • Nisa Investment Advisors first reported a position in Mitsubishi UFJ Financial in Q1 2025 and has held it in 6 quarters since.
  • 366 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q2 2026.

Based on Nisa Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.