Root Financial Partners
MUFG icon

Root Financial Partners’s Mitsubishi UFJ Financial MUFG Stock Holding History

Root Financial Partners’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
Q3 		$98.5K Buy
+4,269
New +$96.3K ﹤0.01% 740
2026
Q2 		– Sell
-2,005
Closed -$34K – 2135
2026
Q1 		$34K Sell
2,005
-557
-22% -$9.9K ﹤0.01% 1047
2025
Q4 		$40.6K Buy
2,562
+1,256
+96% +$19.4K ﹤0.01% 806
2025
Q3 		$20.8K Buy
+1,306
New +$19.3K ﹤0.01% 1102

Other funds holding MUFG

Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Todd Asset Management
Todd Asset Management Louisville, Kentucky $5.51B AUM 33.77% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky Frankfort, Kentucky $14.7B AUM 33.6% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $200B AUM 30.19% 1-Year Est. Return

Root Financial Partners's MUFG Position: Q3 2026 in Review

Root Financial Partners opened a new position in Mitsubishi UFJ Financial (MUFG) in Q3 2026: 4,269 shares worth $98.5K. The stake represents ﹤0.01% of the portfolio and ranks #740 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in MUFG as recently as Q1 2026.

Root Financial Partners first reported a position in MUFG in Q3 2025 and has held it in 4 quarters since. 355 funds tracked by Wall St. Rank hold MUFG as of Q3 2026.

  • Root Financial Partners held 4,269 shares of Mitsubishi UFJ Financial worth $98.5K as of Q3 2026.
  • Mitsubishi UFJ Financial was a new Root Financial Partners position in Q3 2026.
  • Mitsubishi UFJ Financial made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #740 holding.
  • Root Financial Partners first reported a position in Mitsubishi UFJ Financial in Q3 2025 and has held it in 4 quarters since.
  • 355 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.