Pathstone Holdings
MUFG icon

Pathstone Holdings’s Mitsubishi UFJ Financial MUFG Stock Holding History

Pathstone Holdings’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 		$11.4M Sell
570,727
-7,363
-1% -$139K 0.03% 365
2026
Q1 		$9.81M Buy
578,090
+1,098
+0.2% +$19.5K 0.04% 352
2025
Q4 		$9.15M Buy
576,992
+65,803
+13% +$1.02M 0.04% 363
2025
Q3 		$8.15M Buy
511,189
+22,400
+5% +$332K 0.03% 410
2025
Q2 		$6.72M Sell
488,789
-4,219
-0.9% -$54.6K 0.03% 450
2025
Q1 		$6.71M Sell
493,008
-10,710
-2% -$138K 0.03% 456
2024
Q4 		$5.9M Buy
503,718
+31,686
+7% +$356K 0.03% 490
2024
Q3 		$4.81M Sell
472,032
-9,505
-2% -$100K 0.02% 565
2024
Q2 		$5.2M Buy
481,537
+56,779
+13% +$576K 0.02% 515
2024
Q1 		$4.35M Buy
424,758
+97,718
+30% +$945K 0.02% 550
2023
Q4 		$2.81M Buy
+327,040
New +$2.76M 0.02% 616

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

Pathstone Holdings's MUFG Position: Q2 2026 in Review

Pathstone Holdings reduced its Mitsubishi UFJ Financial (MUFG) stake by 1.3% in Q2 2026, selling an estimated $139K and leaving 570,727 shares worth $11.4M. The position accounts for 0.03% of the portfolio, ranked #365.

Pathstone Holdings first reported a position in MUFG in Q4 2023 and has held it in 11 quarters since. 572 funds tracked by Wall St. Rank hold MUFG as of Q2 2026.

  • Pathstone Holdings held 570,727 shares of Mitsubishi UFJ Financial worth $11.4M as of Q2 2026.
  • Pathstone Holdings sold 7,363 Mitsubishi UFJ Financial shares in Q2 2026, an estimated $139K.
  • Mitsubishi UFJ Financial made up 0.03% of Pathstone Holdings's portfolio in Q2 2026, its #365 holding.
  • Pathstone Holdings first reported a position in Mitsubishi UFJ Financial in Q4 2023 and has held it in 11 quarters since.
  • 572 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q2 2026.

Based on Pathstone Holdings's 13F filing for Q2 2026, filed 13 Aug 2026.