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 Q2	$282K	Buy	14,154 +36	+0.3%	+$678	0.19%	121
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 $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

Seven Mile Advisory's MUFG Position: Q2 2026 in Review

Seven Mile Advisory increased its Mitsubishi UFJ Financial (MUFG) stake by 0.25% in Q2 2026, buying an estimated $678 and bringing the position to 14,154 shares worth $282K. The position accounts for 0.19% of the portfolio, ranked #121.

Seven Mile Advisory first reported a position in MUFG in Q2 2023 and has held it in 13 quarters since. 576 funds tracked by Wall St. Rank hold MUFG as of Q2 2026.

Seven Mile Advisory held 14,154 shares of Mitsubishi UFJ Financial worth $282K as of Q2 2026.
Seven Mile Advisory bought 36 Mitsubishi UFJ Financial shares in Q2 2026, an estimated $678.
Mitsubishi UFJ Financial made up 0.19% of Seven Mile Advisory's portfolio in Q2 2026, its #121 holding.
Seven Mile Advisory first reported a position in Mitsubishi UFJ Financial in Q2 2023 and has held it in 13 quarters since.
576 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q2 2026.

Based on Seven Mile Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.