Plante Moran Financial Advisors’s Mitsubishi UFJ Financial MUFG Stock Holding History

Plante Moran Financial 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	$9.53K	Buy	+479	New	+$9.02K	﹤0.01%	566
2019 Q4	–	Sell	-1,819	Closed	-$9K	–	842
2019 Q3	$9K	Buy	1,819 +1,022	+128%	+$5.01K	﹤0.01%	611
2019 Q2	$4K	Sell	797 -155	-16%	-$744	﹤0.01%	675
2019 Q1	$5K	Hold	952	–	–	﹤0.01%	637
2018 Q4	$5K	Buy	952 +38	+4%	+$215	﹤0.01%	601
2018 Q3	$6K	Buy	914 +134	+17%	+$808	﹤0.01%	571
2018 Q2	$4K	Buy	+780	New	+$4.94K	﹤0.01%	657

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

Plante Moran Financial Advisors's MUFG Position: Q2 2026 in Review

Plante Moran Financial Advisors opened a new position in Mitsubishi UFJ Financial (MUFG) in Q2 2026: 479 shares worth $9.53K. The stake represents ﹤0.01% of the portfolio and ranks #566 among its holdings. This is a return to the name: Plante Moran Financial Advisors previously reported a position in MUFG as recently as Q3 2019.

Plante Moran Financial Advisors first reported a position in MUFG in Q2 2018 and has held it in 7 quarters since. 576 funds tracked by Wall St. Rank hold MUFG as of Q2 2026.

Plante Moran Financial Advisors held 479 shares of Mitsubishi UFJ Financial worth $9.53K as of Q2 2026.
Mitsubishi UFJ Financial was a new Plante Moran Financial Advisors position in Q2 2026.
Mitsubishi UFJ Financial made up ﹤0.01% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #566 holding.
Plante Moran Financial Advisors first reported a position in Mitsubishi UFJ Financial in Q2 2018 and has held it in 7 quarters since.
576 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.