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Nvest Wealth Strategies’s Mitsubishi UFJ Financial MUFG Stock Holding History

Nvest Wealth Strategies’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 		$617 Hold
31
– – ﹤0.01% 256
2026
Q1 		$527 Buy
+31
New +$552 ﹤0.01% 277

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
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
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Nvest Wealth Strategies's MUFG Position: Q2 2026 in Review

Nvest Wealth Strategies held its Mitsubishi UFJ Financial (MUFG) position steady in Q2 2026 at 31 shares worth $617. The position accounts for ﹤0.01% of the portfolio, ranked #256.

Nvest Wealth Strategies first reported a position in MUFG in Q1 2026 and has held it in 2 quarters since. 332 funds tracked by Wall St. Rank hold MUFG as of Q2 2026.

  • Nvest Wealth Strategies held 31 shares of Mitsubishi UFJ Financial worth $617 as of Q2 2026.
  • Nvest Wealth Strategies left its Mitsubishi UFJ Financial share count unchanged in Q2 2026.
  • Mitsubishi UFJ Financial made up ﹤0.01% of Nvest Wealth Strategies's portfolio in Q2 2026, its #256 holding.
  • Nvest Wealth Strategies first reported a position in Mitsubishi UFJ Financial in Q1 2026 and has held it in 2 quarters since.
  • 332 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q2 2026.

Based on Nvest Wealth Strategies's 13F filing for Q2 2026, filed 10 Jul 2026.