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Sunbelt Securities’s Mitsubishi UFJ Financial MUFG Stock Holding History

Sunbelt Securities’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
Q1 		$7.79K Hold
459
– – ﹤0.01% 1558
2025
Q4 		$7.28K Hold
459
– – ﹤0.01% 1524
2025
Q3 		$7.32K Buy
459
+116
+34% +$1.72K ﹤0.01% 1526
2025
Q2 		$4.02K Hold
343
– – ﹤0.01% 1492
2025
Q1 		$4.67K Hold
343
– – ﹤0.01% 1434
2024
Q4 		$4.03K Hold
343
– – ﹤0.01% 1493
2024
Q3 		$3.49K Hold
343
– – ﹤0.01% 1519
2024
Q2 		$3.7K Hold
343
– – ﹤0.01% 1450
2024
Q1 		$3.51K Hold
343
– – ﹤0.01% 1425
2023
Q4 		$2.95K Hold
343
– – ﹤0.01% 1398
2023
Q3 		$2.91K Buy
+343
New +$2.74K ﹤0.01% 1414

Other funds holding MUFG

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Sunbelt Securities's MUFG Position: Q1 2026 in Review

Sunbelt Securities held its Mitsubishi UFJ Financial (MUFG) position steady in Q1 2026 at 459 shares worth $7.79K. The position accounts for ﹤0.01% of the portfolio, ranked #1558.

Sunbelt Securities first reported a position in MUFG in Q3 2023 and has held it in 11 quarters since. 537 funds tracked by Wall St. Rank hold MUFG as of Q1 2026.

  • Sunbelt Securities held 459 shares of Mitsubishi UFJ Financial worth $7.79K as of Q1 2026.
  • Sunbelt Securities left its Mitsubishi UFJ Financial share count unchanged in Q1 2026.
  • Mitsubishi UFJ Financial made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #1558 holding.
  • Sunbelt Securities first reported a position in Mitsubishi UFJ Financial in Q3 2023 and has held it in 11 quarters since.
  • 537 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.