Successful Portfolios’s Mitsubishi UFJ Financial MUFG Stock Holding History

Successful Portfolios’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	$936K	Hold	44,032	–	–	0.44%	51
2026 Q1	$719K	Hold	44,032	–	–	0.4%	57
2025 Q4	$753K	Buy	44,032 +7	+0%	+$108	0.38%	61
2025 Q3	$702K	Sell	44,025 -456	-1%	-$6.75K	0.41%	55
2025 Q2	$610K	Hold	44,481	–	–	0.38%	55
2025 Q1	$606K	Hold	44,481	–	–	0.41%	55
2024 Q4	$521K	Buy	44,481 +6	+0%	+$67	0.35%	59
2024 Q3	$453K	Buy	44,475 +5	+0%	+$53	0.31%	71
2024 Q2	$480K	Hold	44,470	–	–	0.34%	61
2024 Q1	$455K	Hold	44,470	–	–	0.31%	72
2023 Q4	$383K	Buy	+44,470	New	+$375K	0.29%	81

Other funds holding MUFG

CGH

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

AAM

Augustine Asset Management Jacksonville, Florida $494M AUM 76.22% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

HJIM

Henry James International Management New York $334M AUM 49.44% 1-Year Est. Return

JAM

JCIC Asset Management Toronto, Ontario, Canada $326M AUM 31.94% 1-Year Est. Return

AWA

Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 1-Year Est. Return

LWAM

Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return

BCM

BTC Capital Management Des Moines, Iowa $1.65B AUM 27.85% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Successful Portfolios's MUFG Position: Q2 2026 in Review

Successful Portfolios held its Mitsubishi UFJ Financial (MUFG) position steady in Q2 2026 at 44,032 shares worth $936K. The position accounts for 0.44% of the portfolio, ranked #51.

Successful Portfolios first reported a position in MUFG in Q4 2023 and has held it in 11 quarters since. 88 funds tracked by Wall St. Rank hold MUFG as of Q2 2026.

Successful Portfolios held 44,032 shares of Mitsubishi UFJ Financial worth $936K as of Q2 2026.
Successful Portfolios left its Mitsubishi UFJ Financial share count unchanged in Q2 2026.
Mitsubishi UFJ Financial made up 0.44% of Successful Portfolios's portfolio in Q2 2026, its #51 holding.
Successful Portfolios first reported a position in Mitsubishi UFJ Financial in Q4 2023 and has held it in 11 quarters since.
88 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q2 2026.

Based on Successful Portfolios's 13F filing for Q2 2026, filed 14 Jul 2026.