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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
Q2 		– Sell
-2,005
Closed -$34K – 2135
2026
Q1 		$34K Sell
2,005
-557
-22% -$9.91K ﹤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

TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
GP
Guardian Partners Toronto, Canada $1.11B AUM 38.73% 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

Root Financial Partners's MUFG Position: Q2 2026 in Review

Root Financial Partners sold out of Mitsubishi UFJ Financial (MUFG) in Q2 2026, closing a stake of 2,005 shares — an estimated $34K sold.

Root Financial Partners first reported a position in MUFG in Q3 2025 and held it in 3 quarters. The position peaked at $40.6K in Q4 2025. 206 funds tracked by Wall St. Rank hold MUFG as of Q2 2026.

  • Root Financial Partners reported no remaining Mitsubishi UFJ Financial position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 2,005 Mitsubishi UFJ Financial shares in Q2 2026, an estimated $34K.
  • Root Financial Partners first reported a position in Mitsubishi UFJ Financial in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Mitsubishi UFJ Financial position peaked at $40.6K in Q4 2025.
  • 206 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.