Sequoia Financial Advisors’s Mitsubishi UFJ Financial MUFG Stock Holding History

Sequoia Financial 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	$1.6M	Sell	80,661 -51,670	-39%	-$973K	0.01%	728
2026 Q1	$2.25M	Buy	132,331 +72,603	+122%	+$1.29M	0.01%	564
2025 Q4	$947K	Buy	59,728 +1,694	+3%	+$26.2K	0.01%	918
2025 Q3	$925K	Buy	58,034 +5,171	+10%	+$76.6K	0.01%	822
2025 Q2	$725K	Buy	52,863 +4,733	+10%	+$61.2K	0.01%	831
2025 Q1	$656K	Sell	48,130 -762	-2%	-$9.81K	0.01%	762
2024 Q4	$573K	Buy	48,892 +401	+0.8%	+$4.51K	0.01%	754
2024 Q3	$494K	Sell	48,491 -5,576	-10%	-$58.9K	0.01%	751
2024 Q2	$584K	Sell	54,067 -7,650	-12%	-$77.6K	0.01%	637
2024 Q1	$631K	Buy	61,717 +4,035	+7%	+$39K	0.01%	610
2023 Q4	$497K	Buy	57,682 +10,935	+23%	+$92.2K	0.01%	731
2023 Q3	$397K	Sell	46,747 -162	-0.3%	-$1.29K	0.01%	584
2023 Q2	$346K	Buy	46,909 +2,238	+5%	+$14.9K	0.01%	647
2023 Q1	$285K	Sell	44,671 -6,177	-12%	-$43.2K	0.01%	646
2022 Q4	$339K	Buy	50,848 +19,266	+61%	+$99.7K	0.01%	546
2022 Q3	$142K	Sell	31,582 -8,816	-22%	-$45.9K	﹤0.01%	501
2022 Q2	$216K	Buy	40,398 +3,314	+9%	+$19.1K	0.01%	525
2022 Q1	$230K	Buy	37,084 +10,037	+37%	+$62.4K	0.01%	579
2021 Q4	$148K	Buy	+27,047	New	+$152K	﹤0.01%	563
2021 Q3	–	Sell	-14,237	Closed	-$77K	–	383
2021 Q2	$77K	Sell	14,237 -7	-0%	-$39	﹤0.01%	470
2021 Q1	$77K	Sell	14,244 -24	-0.2%	-$124	﹤0.01%	436
2020 Q4	$63K	Buy	+14,268	New	+$60.6K	﹤0.01%	411

Other funds holding MUFG

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Chevy Chase Trust Bethesda, Maryland $38.8B AUM 41.35% 1-Year Est. Return

Sequoia Financial Advisors's MUFG Position: Q2 2026 in Review

Sequoia Financial Advisors reduced its Mitsubishi UFJ Financial (MUFG) stake by 39% in Q2 2026, selling an estimated $973K and leaving 80,661 shares worth $1.6M. The position accounts for 0.01% of the portfolio, ranked #728.

Sequoia Financial Advisors first reported a position in MUFG in Q4 2020 and has held it in 22 quarters since. The position peaked at $2.25M in Q1 2026. 572 funds tracked by Wall St. Rank hold MUFG as of Q2 2026.

Sequoia Financial Advisors held 80,661 shares of Mitsubishi UFJ Financial worth $1.6M as of Q2 2026.
Sequoia Financial Advisors sold 51,670 Mitsubishi UFJ Financial shares in Q2 2026, an estimated $973K.
Mitsubishi UFJ Financial made up 0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #728 holding.
Sequoia Financial Advisors first reported a position in Mitsubishi UFJ Financial in Q4 2020 and has held it in 22 quarters since.
Sequoia Financial Advisors's Mitsubishi UFJ Financial position peaked at $2.25M in Q1 2026.
572 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.