Sovran Advisors’s Mitsubishi UFJ Financial MUFG Stock Holding History

Sovran 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 Q3	$289K	Buy	+13,184	New	+$297K	0.02%	520

Other funds holding MUFG

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Todd Asset Management Louisville, Kentucky $5.51B AUM 33.77% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

Sovran Advisors's MUFG Position: Q3 2026 in Review

Sovran Advisors opened a new position in Mitsubishi UFJ Financial (MUFG) in Q3 2026: 13,184 shares worth $289K. The stake represents 0.02% of the portfolio and ranks #520 among its holdings.

333 funds tracked by Wall St. Rank hold MUFG as of Q3 2026.

Sovran Advisors held 13,184 shares of Mitsubishi UFJ Financial worth $289K as of Q3 2026.
Mitsubishi UFJ Financial was a new Sovran Advisors position in Q3 2026.
Mitsubishi UFJ Financial made up 0.02% of Sovran Advisors's portfolio in Q3 2026, its #520 holding.
333 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q3 2026.

Based on Sovran Advisors's 13F filing for Q3 2026, filed 2 Nov 2026.