Pinnacle Associates’s Mitsubishi UFJ Financial MUFG Stock Holding History

Pinnacle Associates’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	$878K	Hold	44,166	–	–	0.01%	568
2026 Q1	$749K	Buy	44,166 +15,221	+53%	+$271K	0.01%	573
2025 Q4	$459K	Hold	28,945	–	–	0.01%	672
2025 Q3	$461K	Hold	28,945	–	–	0.01%	656
2025 Q2	$397K	Sell	28,945 -373	-1%	-$4.82K	0.01%	678
2025 Q1	$400K	Buy	29,318 +373	+1%	+$4.8K	0.01%	660
2024 Q4	$339K	Buy	28,945 +8,705	+43%	+$97.9K	﹤0.01%	686
2024 Q3	$174K	Sell	20,240 -8,705	-30%	-$91.9K	﹤0.01%	772
2024 Q2	$313K	Buy	28,945 +2,428	+9%	+$24.6K	﹤0.01%	681
2024 Q1	$271K	Buy	26,517 +6,277	+31%	+$60.7K	﹤0.01%	719
2023 Q4	$174K	Hold	20,240	–	–	﹤0.01%	784
2023 Q3	$172K	Hold	20,240	–	–	﹤0.01%	768
2023 Q2	$149K	Buy	+20,240	New	+$135K	﹤0.01%	774

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

Pinnacle Associates's MUFG Position: Q2 2026 in Review

Pinnacle Associates held its Mitsubishi UFJ Financial (MUFG) position steady in Q2 2026 at 44,166 shares worth $878K. The position accounts for 0.01% of the portfolio, ranked #568.

Pinnacle Associates first reported a position in MUFG in Q2 2023 and has held it in 13 quarters since. 572 funds tracked by Wall St. Rank hold MUFG as of Q2 2026.

Pinnacle Associates held 44,166 shares of Mitsubishi UFJ Financial worth $878K as of Q2 2026.
Pinnacle Associates left its Mitsubishi UFJ Financial share count unchanged in Q2 2026.
Mitsubishi UFJ Financial made up 0.01% of Pinnacle Associates's portfolio in Q2 2026, its #568 holding.
Pinnacle Associates first reported a position in Mitsubishi UFJ Financial in Q2 2023 and has held it in 13 quarters since.
572 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q2 2026.

Based on Pinnacle Associates's 13F filing for Q2 2026, filed 3 Aug 2026.