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Private Trust Company’s Mitsubishi UFJ Financial MUFG Stock Holding History

Private Trust Company’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 		$58.6K Sell
2,948
-138
-4% -$2.6K ﹤0.01% 1306
2026
Q1 		$52.4K Buy
3,086
+114
+4% +$2.03K ﹤0.01% 1281
2025
Q4 		$47.1K Buy
2,972
+175
+6% +$2.71K ﹤0.01% 1319
2025
Q3 		$44.6K Buy
2,797
+174
+7% +$2.58K ﹤0.01% 1316
2025
Q2 		$36K Hold
2,623
– – ﹤0.01% 1346
2025
Q1 		$35.8K Buy
2,623
+754
+40% +$9.71K ﹤0.01% 1325
2024
Q4 		$21.9K Buy
+1,869
New +$21K ﹤0.01% 1459
2014
Q4 		– Sell
-2,684
Closed -$15K – 859
2014
Q3 		$15K Sell
2,684
-891
-25% -$5.2K 0.01% 943
2014
Q2 		$22K Buy
3,575
+955
+36% +$5.4K 0.01% 805
2014
Q1 		$15K Sell
2,620
-3
-0.1% -$18 0.01% 827
2013
Q4 		$18K Buy
2,623
+322
+14% +$2.06K 0.01% 747
2013
Q3 		$15K Hold
2,301
– – 0.01% 761
2013
Q2 		$14K Buy
+2,301
New +$14.7K 0.01% 743

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

Private Trust Company's MUFG Position: Q2 2026 in Review

Private Trust Company reduced its Mitsubishi UFJ Financial (MUFG) stake by 4.5% in Q2 2026, selling an estimated $2.6K and leaving 2,948 shares worth $58.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1306.

Private Trust Company first reported a position in MUFG in Q2 2013 and has held it in 13 quarters since. 576 funds tracked by Wall St. Rank hold MUFG as of Q2 2026.

  • Private Trust Company held 2,948 shares of Mitsubishi UFJ Financial worth $58.6K as of Q2 2026.
  • Private Trust Company sold 138 Mitsubishi UFJ Financial shares in Q2 2026, an estimated $2.6K.
  • Mitsubishi UFJ Financial made up ﹤0.01% of Private Trust Company's portfolio in Q2 2026, its #1306 holding.
  • Private Trust Company first reported a position in Mitsubishi UFJ Financial in Q2 2013 and has held it in 13 quarters since.
  • 576 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q2 2026.

Based on Private Trust Company's 13F filing for Q2 2026, filed 28 Jul 2026.