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Riversedge Advisors’s Mitsubishi UFJ Financial MUFG Stock Holding History

Riversedge 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 		$535K Buy
26,910
+6,388
+31% +$120K 0.07% 110
2026
Q1 		$348K Buy
20,522
+646
+3% +$11.5K 0.06% 122
2025
Q4 		$315K Buy
19,876
+1,078
+6% +$16.7K 0.05% 133
2025
Q3 		$300K Buy
18,798
+2,725
+17% +$40.3K 0.05% 125
2025
Q2 		$221K Buy
16,073
+1,832
+13% +$23.7K 0.04% 114
2025
Q1 		$194K Buy
14,241
+2,176
+18% +$28K 0.04% 112
2024
Q4 		$141K Buy
+12,065
New +$136K 0.03% 95

Other funds holding MUFG

CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
BCAM
Boston Common Asset Management Boston, Massachusetts $1.69B AUM 28.29% 1-Year Est. Return
AAM
Augustine Asset Management Jacksonville, Florida $494M AUM 76.22% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
HJIM
Henry James International Management New York $334M AUM 49.44% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Riversedge Advisors's MUFG Position: Q2 2026 in Review

Riversedge Advisors increased its Mitsubishi UFJ Financial (MUFG) stake by 31% in Q2 2026, buying an estimated $120K and bringing the position to 26,910 shares worth $535K. The position accounts for 0.07% of the portfolio, ranked #110.

Riversedge Advisors first reported a position in MUFG in Q4 2024 and has held it in 7 quarters since. 153 funds tracked by Wall St. Rank hold MUFG as of Q2 2026.

  • Riversedge Advisors held 26,910 shares of Mitsubishi UFJ Financial worth $535K as of Q2 2026.
  • Riversedge Advisors bought 6,388 Mitsubishi UFJ Financial shares in Q2 2026, an estimated $120K.
  • Mitsubishi UFJ Financial made up 0.07% of Riversedge Advisors's portfolio in Q2 2026, its #110 holding.
  • Riversedge Advisors first reported a position in Mitsubishi UFJ Financial in Q4 2024 and has held it in 7 quarters since.
  • 153 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q2 2026.

Based on Riversedge Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.