SYM Financial Corp
MUFG icon

SYM Financial Corp’s Mitsubishi UFJ Financial MUFG Stock Holding History

SYM Financial Corp’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
Q3 		$589K Buy
25,516
+220
+0.9% +$4.96K 0.04% 141
2026
Q2 		$503K Buy
25,296
+2,508
+11% +$47.2K 0.04% 143
2026
Q1 		$387K Buy
22,788
+1,459
+7% +$26K 0.04% 170
2025
Q4 		$338K Buy
21,329
+583
+3% +$9.01K 0.03% 199
2025
Q3 		$331K Buy
20,746
+826
+4% +$12.2K 0.04% 198
2025
Q2 		$273K Sell
19,920
-3,053
-13% -$39.5K 0.03% 230
2025
Q1 		$313K Buy
22,973
+3,127
+16% +$40.3K 0.04% 164
2024
Q4 		$233K Buy
19,846
+5,571
+39% +$62.6K 0.03% 200
2024
Q3 		$145K Buy
14,275
+4,163
+41% +$43.9K 0.02% 194
2024
Q2 		$109K Buy
+10,112
New +$103K 0.02% 176

Other funds holding MUFG

Todd Asset Management
Todd Asset Management Louisville, Kentucky $5.51B AUM 33.77% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Crossmark Global Holdings
Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return
Boston Common Asset Management
Boston Common Asset Management Boston, Massachusetts $1.72B AUM 26.04% 1-Year Est. Return
Vise Technologies
Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return
Guardian Partners
Guardian Partners Toronto, Canada $1.13B AUM 28.37% 1-Year Est. Return
Moran Wealth Management
Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Quadrant Capital Group
Quadrant Capital Group Cincinnati, Ohio $3.7B AUM 33.76% 1-Year Est. Return

SYM Financial Corp's MUFG Position: Q3 2026 in Review

SYM Financial Corp increased its Mitsubishi UFJ Financial (MUFG) stake by 0.87% in Q3 2026, buying an estimated $4.96K and bringing the position to 25,516 shares worth $589K. The position accounts for 0.04% of the portfolio, ranked #141.

SYM Financial Corp first reported a position in MUFG in Q2 2024 and has held it in 10 quarters since. 242 funds tracked by Wall St. Rank hold MUFG as of Q3 2026.

  • SYM Financial Corp held 25,516 shares of Mitsubishi UFJ Financial worth $589K as of Q3 2026.
  • SYM Financial Corp bought 220 Mitsubishi UFJ Financial shares in Q3 2026, an estimated $4.96K.
  • Mitsubishi UFJ Financial made up 0.04% of SYM Financial Corp's portfolio in Q3 2026, its #141 holding.
  • SYM Financial Corp first reported a position in Mitsubishi UFJ Financial in Q2 2024 and has held it in 10 quarters since.
  • 242 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q3 2026.

Based on SYM Financial Corp's 13F filing for Q3 2026, filed 26 Oct 2026.