Seven Mile Advisory’s Mitsubishi UFJ Financial MUFG Stock Holding History

Seven Mile Advisory’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 Q1	$240K	Sell	14,118 -219	-2%	-$3.9K	0.17%	139
2025 Q4	$227K	Sell	14,337 -1,757	-11%	-$27.2K	0.04%	216
2025 Q3	$257K	Buy	16,094 +551	+4%	+$8.16K	0.04%	236
2025 Q2	$213K	Buy	15,543 +702	+5%	+$9.08K	0.13%	166
2025 Q1	$202K	Buy	14,841 +97	+0.7%	+$1.25K	0.14%	165
2024 Q4	$173K	Buy	14,744 +426	+3%	+$4.79K	0.11%	158
2024 Q3	$146K	Buy	14,318 +357	+3%	+$3.77K	0.1%	166
2024 Q2	$151K	Buy	13,961 +320	+2%	+$3.25K	0.11%	149
2024 Q1	$140K	Buy	13,641 +296	+2%	+$2.86K	0.11%	152
2023 Q4	$115K	Sell	13,345 -70	-0.5%	-$590	0.1%	143
2023 Q3	$114K	Buy	13,415 +180	+1%	+$1.44K	0.12%	122
2023 Q2	$97.5K	Buy	+13,235	New	+$88.1K	0.11%	108

Other funds holding MUFG

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Seven Mile Advisory's MUFG Position: Q1 2026 in Review

Seven Mile Advisory reduced its Mitsubishi UFJ Financial (MUFG) stake by 1.5% in Q1 2026, selling an estimated $3.9K and leaving 14,118 shares worth $240K. The position accounts for 0.17% of the portfolio, ranked #139.

Seven Mile Advisory first reported a position in MUFG in Q2 2023 and has held it in 12 quarters since. The position peaked at $257K in Q3 2025. 537 funds tracked by Wall St. Rank hold MUFG as of Q1 2026.

Seven Mile Advisory held 14,118 shares of Mitsubishi UFJ Financial worth $240K as of Q1 2026.
Seven Mile Advisory sold 219 Mitsubishi UFJ Financial shares in Q1 2026, an estimated $3.9K.
Mitsubishi UFJ Financial made up 0.17% of Seven Mile Advisory's portfolio in Q1 2026, its #139 holding.
Seven Mile Advisory first reported a position in Mitsubishi UFJ Financial in Q2 2023 and has held it in 12 quarters since.
Seven Mile Advisory's Mitsubishi UFJ Financial position peaked at $257K in Q3 2025.
537 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q1 2026.

Based on Seven Mile Advisory's 13F filing for Q1 2026, filed 14 Apr 2026.