RIL
MUFG icon

Rothschild Investment LLC’s Mitsubishi UFJ Financial MUFG Stock Holding History

Rothschild Investment LLC’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 		$162K Buy
8,141
+1,235
+18% +$23.3K 0.01% 917
2026
Q1 		$117K Sell
6,906
-1,296
-16% -$23.1K 0.01% 832
2025
Q4 		$130K Sell
8,202
-77
-0.9% -$1.19K 0.01% 743
2025
Q3 		$132K Buy
8,279
+2,129
+35% +$31.5K 0.01% 729
2025
Q2 		$84.4K Buy
6,150
+77
+1% +$996 0.01% 677
2025
Q1 		$82.8K Sell
6,073
-999
-14% -$12.9K 0.01% 673
2024
Q4 		$82.9K Buy
7,072
+190
+3% +$2.14K 0.01% 676
2024
Q3 		$70.1K Buy
6,882
+575
+9% +$6.07K ﹤0.01% 724
2024
Q2 		$68.1K Buy
6,307
+2,394
+61% +$24.3K ﹤0.01% 697
2024
Q1 		$40K Buy
3,913
+372
+11% +$3.6K ﹤0.01% 776
2023
Q4 		$30.5K Buy
+3,541
New +$29.9K ﹤0.01% 759
2017
Q1 		– Sell
-10,000
Closed -$62K – 494
2016
Q4 		$62K Hold
10,000
– – 0.01% 458
2016
Q3 		$50K Sell
10,000
-8,600
-46% -$43.4K 0.01% 463
2016
Q2 		$82K Hold
18,600
– – 0.01% 465
2016
Q1 		$85K Hold
18,600
– – 0.01% 458
2015
Q4 		$116K Sell
18,600
-4,150
-18% -$26.8K 0.01% 454
2015
Q3 		$139K Sell
22,750
-5,750
-20% -$38.9K 0.02% 448
2015
Q2 		$206K Hold
28,500
– – 0.02% 454
2015
Q1 		$177K Sell
28,500
-20,500
-42% -$122K 0.02% 460
2014
Q4 		$271K Buy
49,000
+24,000
+96% +$134K 0.03% 391
2014
Q3 		$140K Buy
25,000
+1,950
+8% +$11.4K 0.02% 466
2014
Q2 		$142K Buy
+23,050
New +$130K 0.02% 399

Other funds holding MUFG

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
TAM
Todd Asset Management Louisville, Kentucky $5.63B AUM 45.28% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Rothschild Investment LLC's MUFG Position: Q2 2026 in Review

Rothschild Investment LLC increased its Mitsubishi UFJ Financial (MUFG) stake by 18% in Q2 2026, buying an estimated $23.3K and bringing the position to 8,141 shares worth $162K. The position accounts for 0.01% of the portfolio, ranked #917.

Rothschild Investment LLC first reported a position in MUFG in Q2 2014 and has held it in 22 quarters since. The position peaked at $271K in Q4 2014. 332 funds tracked by Wall St. Rank hold MUFG as of Q2 2026.

  • Rothschild Investment LLC held 8,141 shares of Mitsubishi UFJ Financial worth $162K as of Q2 2026.
  • Rothschild Investment LLC bought 1,235 Mitsubishi UFJ Financial shares in Q2 2026, an estimated $23.3K.
  • Mitsubishi UFJ Financial made up 0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #917 holding.
  • Rothschild Investment LLC first reported a position in Mitsubishi UFJ Financial in Q2 2014 and has held it in 22 quarters since.
  • Rothschild Investment LLC's Mitsubishi UFJ Financial position peaked at $271K in Q4 2014.
  • 332 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.