Sowell Financial Services’s Mitsubishi UFJ Financial MUFG Stock Holding History

Sowell Financial Services’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	$355K	Buy	17,830 +1,674	+10%	+$31.5K	0.01%	799
2026 Q1	$274K	Sell	16,156 -2,979	-16%	-$53K	0.01%	867
2025 Q4	$303K	Buy	19,135 +456	+2%	+$7.05K	0.01%	828
2025 Q3	$298K	Buy	18,679 +4,858	+35%	+$71.9K	0.01%	815
2025 Q2	$190K	Buy	13,821 +380	+3%	+$4.91K	0.01%	975
2025 Q1	$183K	Buy	+13,441	New	+$173K	0.01%	938
2024 Q3	–	Sell	-18,535	Closed	-$203K	–	568
2024 Q2	$203K	Buy	+18,535	New	+$188K	0.01%	520
2021 Q2	–	Sell	-1,356	Closed	-$8K	–	1914
2021 Q1	$8K	Buy	1,356 +348	+35%	+$1.79K	﹤0.01%	2409
2020 Q4	$4K	Buy	+1,008	New	+$4.28K	﹤0.01%	2340

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

Sowell Financial Services's MUFG Position: Q2 2026 in Review

Sowell Financial Services increased its Mitsubishi UFJ Financial (MUFG) stake by 10% in Q2 2026, buying an estimated $31.5K and bringing the position to 17,830 shares worth $355K. The position accounts for 0.01% of the portfolio, ranked #799.

Sowell Financial Services first reported a position in MUFG in Q4 2020 and has held it in 9 quarters since. 572 funds tracked by Wall St. Rank hold MUFG as of Q2 2026.

Sowell Financial Services held 17,830 shares of Mitsubishi UFJ Financial worth $355K as of Q2 2026.
Sowell Financial Services bought 1,674 Mitsubishi UFJ Financial shares in Q2 2026, an estimated $31.5K.
Mitsubishi UFJ Financial made up 0.01% of Sowell Financial Services's portfolio in Q2 2026, its #799 holding.
Sowell Financial Services first reported a position in Mitsubishi UFJ Financial in Q4 2020 and has held it in 9 quarters since.
572 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.