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

OneDigital 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	$468K	Sell	23,546 -3,609	-13%	-$68K	﹤0.01%	1062
2026 Q1	$461K	Buy	27,155 +816	+3%	+$14.5K	﹤0.01%	984
2025 Q4	$418K	Sell	26,339 -4,507	-15%	-$69.7K	﹤0.01%	1032
2025 Q3	$492K	Buy	30,846 +207	+0.7%	+$3.06K	0.01%	942
2025 Q2	$420K	Sell	30,639 -627	-2%	-$8.11K	﹤0.01%	982
2025 Q1	$426K	Buy	31,266 +6,759	+28%	+$87.1K	0.01%	919
2024 Q4	$287K	Buy	24,507 +14,331	+141%	+$161K	﹤0.01%	1147
2024 Q3	$104K	Sell	10,176 -3,069	-23%	-$32.4K	﹤0.01%	1401
2024 Q2	$143K	Buy	+13,245	New	+$134K	﹤0.01%	1313

Other funds holding MUFG

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

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

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

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

TRSOTSOK

Teachers Retirement System of the State of Kentucky Frankfort, Kentucky $14.7B AUM 42.39% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

OneDigital Investment Advisors reduced its Mitsubishi UFJ Financial (MUFG) stake by 13% in Q2 2026, selling an estimated $68K and leaving 23,546 shares worth $468K. The position accounts for ﹤0.01% of the portfolio, ranked #1062.

OneDigital Investment Advisors first reported a position in MUFG in Q2 2024 and has held it in 9 quarters since. The position peaked at $492K in Q3 2025. 422 funds tracked by Wall St. Rank hold MUFG as of Q2 2026.

OneDigital Investment Advisors held 23,546 shares of Mitsubishi UFJ Financial worth $468K as of Q2 2026.
OneDigital Investment Advisors sold 3,609 Mitsubishi UFJ Financial shares in Q2 2026, an estimated $68K.
Mitsubishi UFJ Financial made up ﹤0.01% of OneDigital Investment Advisors's portfolio in Q2 2026, its #1062 holding.
OneDigital Investment Advisors first reported a position in Mitsubishi UFJ Financial in Q2 2024 and has held it in 9 quarters since.
OneDigital Investment Advisors's Mitsubishi UFJ Financial position peaked at $492K in Q3 2025.
422 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q2 2026.

Based on OneDigital Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.