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Resonant Capital Advisors’s Mitsubishi UFJ Financial MUFG Stock Holding History

Resonant Capital 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 		$672K Buy
33,415
+3,003
+10% +$56.6K 0.03% 240
2026
Q1 		$516K Buy
30,412
+4,381
+17% +$78K 0.03% 264
2025
Q4 		$413K Sell
26,031
-11
-0% -$170 0.02% 280
2025
Q3 		$415K Sell
26,042
-4,481
-15% -$66.3K 0.02% 273
2025
Q2 		$425K Buy
30,523
+5,836
+24% +$75.5K 0.03% 263
2025
Q1 		$336K Buy
24,687
+3,731
+18% +$48.1K 0.02% 265
2024
Q4 		$246K Buy
20,956
+421
+2% +$4.73K 0.02% 312
2024
Q3 		$209K Hold
20,535
– – 0.02% 339
2024
Q2 		$224K Buy
20,535
+102
+0.5% +$1.03K 0.02% 315
2024
Q1 		$209K Buy
20,433
+756
+4% +$7.32K 0.02% 324
2023
Q4 		$169K Sell
19,677
-2,380
-11% -$20.1K 0.02% 281
2023
Q3 		$187K Buy
+22,057
New +$176K 0.02% 261
2020
Q2 		– Sell
-13,985
Closed -$51K – 185
2020
Q1 		$51K Sell
13,985
-368
-3% -$1.75K 0.02% 185
2019
Q4 		$78K Buy
+14,353
New +$75.7K 0.02% 202

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

Resonant Capital Advisors's MUFG Position: Q2 2026 in Review

Resonant Capital Advisors increased its Mitsubishi UFJ Financial (MUFG) stake by 9.9% in Q2 2026, buying an estimated $56.6K and bringing the position to 33,415 shares worth $672K. The position accounts for 0.03% of the portfolio, ranked #240.

Resonant Capital Advisors first reported a position in MUFG in Q4 2019 and has held it in 14 quarters since. 576 funds tracked by Wall St. Rank hold MUFG as of Q2 2026.

  • Resonant Capital Advisors held 33,415 shares of Mitsubishi UFJ Financial worth $672K as of Q2 2026.
  • Resonant Capital Advisors bought 3,003 Mitsubishi UFJ Financial shares in Q2 2026, an estimated $56.6K.
  • Mitsubishi UFJ Financial made up 0.03% of Resonant Capital Advisors's portfolio in Q2 2026, its #240 holding.
  • Resonant Capital Advisors first reported a position in Mitsubishi UFJ Financial in Q4 2019 and has held it in 14 quarters since.
  • 576 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q2 2026.

Based on Resonant Capital Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.