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Stephens Inc’s Mitsubishi UFJ Financial MUFG Stock Holding History

Stephens Inc’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
-11,183
Closed -$190K – 1374
2026
Q1 		$190K Sell
11,183
-2,347
-17% -$41.8K ﹤0.01% 1219
2025
Q4 		$215K Buy
+13,530
New +$209K ﹤0.01% 1174

Other funds holding MUFG

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Chevy Chase Trust
Chevy Chase Trust Bethesda, Maryland $38.8B AUM 41.35% 1-Year Est. Return

Stephens Inc's MUFG Position: Q2 2026 in Review

Stephens Inc sold out of Mitsubishi UFJ Financial (MUFG) in Q2 2026, closing a stake of 11,183 shares — an estimated $190K sold.

Stephens Inc first reported a position in MUFG in Q4 2025 and held it in 2 quarters. The position peaked at $215K in Q4 2025. 576 funds tracked by Wall St. Rank hold MUFG as of Q2 2026.

  • Stephens Inc reported no remaining Mitsubishi UFJ Financial position as of Q2 2026 after selling out during the quarter.
  • Stephens Inc sold 11,183 Mitsubishi UFJ Financial shares in Q2 2026, an estimated $190K.
  • Stephens Inc first reported a position in Mitsubishi UFJ Financial in Q4 2025 and held it in 2 quarters.
  • Stephens Inc's Mitsubishi UFJ Financial position peaked at $215K in Q4 2025.
  • 576 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q2 2026.

Based on Stephens Inc's 13F filing for Q2 2026, filed 29 Jul 2026.