Sound Income Strategies’s Mitsubishi UFJ Financial MUFG Stock Holding History

Sound Income Strategies’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	-2,175	Closed	-$38.5K	–	1679
2026 Q1	$38.5K	Sell	2,175 -307	-12%	-$5.46K	﹤0.01%	919
2025 Q4	$46.9K	Buy	2,482 +2,178	+716%	+$33.7K	﹤0.01%	816
2025 Q3	$4.66K	Hold	304	–	–	﹤0.01%	1189
2025 Q2	$4.17K	Hold	304	–	–	﹤0.01%	1130
2025 Q1	$4.14K	Hold	304	–	–	﹤0.01%	1100
2024 Q4	$3.56K	Hold	304	–	–	﹤0.01%	1062
2024 Q3	$3.1K	Hold	304	–	–	﹤0.01%	1047
2024 Q2	$3.28K	Buy	+304	New	+$3.08K	﹤0.01%	1029

Other funds holding MUFG

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

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

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

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

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

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

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Aviso Financial Toronto, Ontario, Canada $2.88B AUM 23.24% 1-Year Est. Return

Sound Income Strategies's MUFG Position: Q2 2026 in Review

Sound Income Strategies sold out of Mitsubishi UFJ Financial (MUFG) in Q2 2026, closing a stake of 2,175 shares — an estimated $38.5K sold.

Sound Income Strategies first reported a position in MUFG in Q2 2024 and held it in 8 quarters. The position peaked at $46.9K in Q4 2025. 473 funds tracked by Wall St. Rank hold MUFG as of Q2 2026.

Sound Income Strategies reported no remaining Mitsubishi UFJ Financial position as of Q2 2026 after selling out during the quarter.
Sound Income Strategies sold 2,175 Mitsubishi UFJ Financial shares in Q2 2026, an estimated $38.5K.
Sound Income Strategies first reported a position in Mitsubishi UFJ Financial in Q2 2024 and held it in 8 quarters.
Sound Income Strategies's Mitsubishi UFJ Financial position peaked at $46.9K in Q4 2025.
473 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.