Steward Partners Investment Advisory’s Mitsubishi UFJ Financial MUFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $108K | Buy |
6,386
+70
| +1% | +$1.25K | ﹤0.01% | 2330 |
|
|
2025
Q4 | $100K | Buy |
6,316
+360
| +6% | +$5.57K | ﹤0.01% | 2292 |
|
|
2025
Q3 | $94.9K | Buy |
5,956
+1,211
| +26% | +$17.9K | ﹤0.01% | 2267 |
|
|
2025
Q2 | $65.1K | Buy |
4,745
+281
| +6% | +$3.63K | ﹤0.01% | 2338 |
|
|
2025
Q1 | $60.8K | Sell |
4,464
-592
| -12% | -$7.63K | ﹤0.01% | 2276 |
|
|
2024
Q4 | $59.3K | Buy |
5,056
+1,279
| +34% | +$14.4K | ﹤0.01% | 2251 |
|
|
2024
Q3 | $38.5K | Hold |
3,777
| – | – | ﹤0.01% | 2364 |
|
|
2024
Q2 | $40.8K | Sell |
3,777
-644
| -15% | -$6.53K | ﹤0.01% | 2199 |
|
|
2024
Q1 | $45.2K | Buy |
4,421
+3,907
| +760% | +$37.8K | ﹤0.01% | 2169 |
|
|
2023
Q4 | $4.43K | Buy |
514
+339
| +194% | +$2.86K | ﹤0.01% | 3006 |
|
|
2023
Q3 | $1.49K | Hold |
175
| – | – | ﹤0.01% | 3132 |
|
|
2023
Q2 | $1.29K | Hold |
175
| – | – | ﹤0.01% | 3096 |
|
|
2023
Q1 | $1.12K | Sell |
175
-124
| -41% | -$868 | ﹤0.01% | 3109 |
|
|
2022
Q4 | $1.99K | Sell |
299
-42
| -12% | -$217 | ﹤0.01% | 3016 |
|
|
2022
Q3 | $2K | Sell |
341
-69
| -17% | -$359 | ﹤0.01% | 3039 |
|
|
2022
Q2 | $2K | Sell |
410
-1,281
| -76% | -$7.38K | ﹤0.01% | 3020 |
|
|
2022
Q1 | $10K | Buy |
1,691
+1,516
| +866% | +$9.42K | ﹤0.01% | 2665 |
|
|
2021
Q4 | $1K | Hold |
175
| – | – | ﹤0.01% | 3103 |
|
|
2021
Q3 | $1K | Sell |
175
-5,603
| -97% | -$31.1K | ﹤0.01% | 3089 |
|
|
2021
Q2 | $31K | Sell |
5,778
-6,787
| -54% | -$37.7K | ﹤0.01% | 4139 |
|
|
2021
Q1 | $67.6K | Buy |
12,565
+12,390
| +7,080% | +$63.9K | ﹤0.01% | 1837 |
|
|
2020
Q4 | $1K | Sell |
175
-615
| -78% | -$2.61K | ﹤0.01% | 2796 |
|
|
2020
Q3 | $3K | Sell |
790
-427
| -35% | -$1.72K | ﹤0.01% | 2508 |
|
|
2020
Q2 | $5K | Buy |
1,217
+427
| +54% | +$1.69K | ﹤0.01% | 2278 |
|
|
2020
Q1 | $2K | Sell |
790
-46,635
| -98% | -$222K | ﹤0.01% | 2299 |
|
|
2019
Q4 | $257K | Buy |
47,425
+43,350
| +1,064% | +$229K | 0.01% | 807 |
|
|
2019
Q3 | $20K | Buy |
4,075
+685
| +20% | +$3.36K | ﹤0.01% | 1728 |
|
|
2019
Q2 | $16K | Buy |
+3,390
| New | +$16.3K | ﹤0.01% | 1791 |
|
|
2018
Q4 | – | Sell |
-790
| Closed | -$5K | – | 1625 |
|
|
2018
Q3 | $5K | Hold |
790
| – | – | ﹤0.01% | 2130 |
|
|
2018
Q2 | $4K | Hold |
790
| – | – | ﹤0.01% | 2069 |
|
|
2018
Q1 | $5K | Hold |
790
| – | – | ﹤0.01% | 1795 |
|
|
2017
Q4 | $5K | Buy |
790
+615
| +351% | +$4.19K | ﹤0.01% | 1514 |
|
|
2017
Q3 | $1K | Hold |
175
| – | – | ﹤0.01% | 1602 |
|
|
2017
Q2 | $1K | Hold |
175
| – | – | ﹤0.01% | 1532 |
|
|
2017
Q1 | $1K | Sell |
175
-405
| -70% | -$2.65K | ﹤0.01% | 1423 |
|
|
2016
Q4 | $3K | Buy |
+580
| New | +$3.3K | ﹤0.01% | 721 |
|
Other funds holding MUFG
Steward Partners Investment Advisory's MUFG Position: Q1 2026 in Review
Steward Partners Investment Advisory increased its Mitsubishi UFJ Financial (MUFG) stake by 1.1% in Q1 2026, buying an estimated $1.25K and bringing the position to 6,386 shares worth $108K. The position accounts for ﹤0.01% of the portfolio, ranked #2330.
Steward Partners Investment Advisory first reported a position in MUFG in Q4 2016 and has held it in 36 quarters since. The position peaked at $257K in Q4 2019. 537 funds tracked by Wall St. Rank hold MUFG as of Q1 2026.
- Steward Partners Investment Advisory held 6,386 shares of Mitsubishi UFJ Financial worth $108K as of Q1 2026.
- Steward Partners Investment Advisory bought 70 Mitsubishi UFJ Financial shares in Q1 2026, an estimated $1.25K.
- Mitsubishi UFJ Financial made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #2330 holding.
- Steward Partners Investment Advisory first reported a position in Mitsubishi UFJ Financial in Q4 2016 and has held it in 36 quarters since.
- Steward Partners Investment Advisory's Mitsubishi UFJ Financial position peaked at $257K in Q4 2019.
- 537 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q1 2026.
Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.