Prospera Financial Services’s Mitsubishi UFJ Financial MUFG Stock Holding History

Prospera Financial Services’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	$917K	Sell	46,090 -4,021	-8%	-$75.7K	0.01%	811
2026 Q1	$850K	Buy	50,111 +1,151	+2%	+$20.5K	0.01%	783
2025 Q4	$776K	Sell	48,960 -828	-2%	-$12.8K	0.01%	775
2025 Q3	$794K	Sell	49,788 -145	-0.3%	-$2.15K	0.01%	771
2025 Q2	$685K	Sell	49,933 -1,762	-3%	-$22.8K	0.01%	794
2025 Q1	$705K	Buy	+51,695	New	+$666K	0.02%	666
2022 Q2	–	Sell	-846	Closed	-$5K	–	2238
2022 Q1	$5K	Buy	+846	New	+$5.26K	﹤0.01%	2269

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

Prospera Financial Services's MUFG Position: Q2 2026 in Review

Prospera Financial Services reduced its Mitsubishi UFJ Financial (MUFG) stake by 8% in Q2 2026, selling an estimated $75.7K and leaving 46,090 shares worth $917K. The position accounts for 0.01% of the portfolio, ranked #811.

Prospera Financial Services first reported a position in MUFG in Q1 2022 and has held it in 7 quarters since. 572 funds tracked by Wall St. Rank hold MUFG as of Q2 2026.

Prospera Financial Services held 46,090 shares of Mitsubishi UFJ Financial worth $917K as of Q2 2026.
Prospera Financial Services sold 4,021 Mitsubishi UFJ Financial shares in Q2 2026, an estimated $75.7K.
Mitsubishi UFJ Financial made up 0.01% of Prospera Financial Services's portfolio in Q2 2026, its #811 holding.
Prospera Financial Services first reported a position in Mitsubishi UFJ Financial in Q1 2022 and has held it in 7 quarters since.
572 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.