Pin Oak Investment Advisors’s Mitsubishi UFJ Financial MUFG Stock Holding History

Pin Oak 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	$79K	Buy	3,954 +60	+2%	+$1.13K	0.06%	173
2026 Q1	$66K	Hold	3,894	–	–	0.05%	184
2025 Q4	$75K	Hold	3,894	–	–	0.05%	172
2025 Q3	$62.1K	Buy	3,894 +2,073	+114%	+$30.7K	0.04%	189
2025 Q2	$24K	Hold	1,821	–	–	0.02%	260
2025 Q1	$25K	Hold	1,821	–	–	0.02%	249
2024 Q4	$19K	Hold	1,821	–	–	0.02%	275
2024 Q3	$18K	Hold	1,821	–	–	0.02%	280
2024 Q2	$20K	Hold	1,821	–	–	0.02%	264
2024 Q1	$19K	Hold	1,821	–	–	0.02%	269
2023 Q4	$16K	Hold	1,821	–	–	0.02%	284
2023 Q3	$15K	Hold	1,821	–	–	0.02%	282
2023 Q2	$14K	Hold	1,821	–	–	0.02%	284
2023 Q1	$12K	Hold	1,821	–	–	0.01%	290
2022 Q4	$12K	Hold	1,821	–	–	0.01%	277
2022 Q3	$8K	Hold	1,821	–	–	0.01%	298
2022 Q2	$10K	Hold	1,821	–	–	0.01%	304
2022 Q1	$11K	Hold	1,821	–	–	0.01%	319
2021 Q4	$10K	Hold	1,821	–	–	0.01%	321
2021 Q3	$11K	Hold	1,821	–	–	0.01%	298
2021 Q2	$10K	Hold	1,821	–	–	0.01%	306
2021 Q1	$10K	Hold	1,821	–	–	0.01%	320
2020 Q4	$8K	Hold	1,821	–	–	0.01%	351
2020 Q3	$7K	Hold	1,821	–	–	0.01%	330
2020 Q2	$7K	Hold	1,821	–	–	0.01%	320
2020 Q1	$7K	Buy	1,821 +41	+2%	+$195	0.01%	322
2019 Q4	$10K	Hold	1,780	–	–	0.01%	322
2019 Q3	$9K	Hold	1,780	–	–	0.01%	338
2019 Q2	$8K	Hold	1,780	–	–	0.01%	373
2019 Q1	$9K	Hold	1,780	–	–	0.01%	340
2018 Q4	$9K	Buy	+1,780	New	+$10.1K	0.01%	330

Other funds holding MUFG

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

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Chevy Chase Trust Bethesda, Maryland $38.8B AUM 41.35% 1-Year Est. Return

Pin Oak Investment Advisors's MUFG Position: Q2 2026 in Review

Pin Oak Investment Advisors increased its Mitsubishi UFJ Financial (MUFG) stake by 1.5% in Q2 2026, buying an estimated $1.13K and bringing the position to 3,954 shares worth $79K. The position accounts for 0.06% of the portfolio, ranked #173.

Pin Oak Investment Advisors first reported a position in MUFG in Q4 2018 and has held it in 31 quarters since. 572 funds tracked by Wall St. Rank hold MUFG as of Q2 2026.

Pin Oak Investment Advisors held 3,954 shares of Mitsubishi UFJ Financial worth $79K as of Q2 2026.
Pin Oak Investment Advisors bought 60 Mitsubishi UFJ Financial shares in Q2 2026, an estimated $1.13K.
Mitsubishi UFJ Financial made up 0.06% of Pin Oak Investment Advisors's portfolio in Q2 2026, its #173 holding.
Pin Oak Investment Advisors first reported a position in Mitsubishi UFJ Financial in Q4 2018 and has held it in 31 quarters since.
572 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q2 2026.

Based on Pin Oak Investment Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.