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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
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

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

SYM Financial Corp's MUFG Position: Q1 2026 in Review

SYM Financial Corp increased its Mitsubishi UFJ Financial (MUFG) stake by 6.8% in Q1 2026, buying an estimated $26K and bringing the position to 22,788 shares worth $387K. The position accounts for 0.04% of the portfolio, ranked #170.

SYM Financial Corp first reported a position in MUFG in Q2 2024 and has held it in 8 quarters since. 537 funds tracked by Wall St. Rank hold MUFG as of Q1 2026.

  • SYM Financial Corp held 22,788 shares of Mitsubishi UFJ Financial worth $387K as of Q1 2026.
  • SYM Financial Corp bought 1,459 Mitsubishi UFJ Financial shares in Q1 2026, an estimated $26K.
  • Mitsubishi UFJ Financial made up 0.04% of SYM Financial Corp's portfolio in Q1 2026, its #170 holding.
  • SYM Financial Corp first reported a position in Mitsubishi UFJ Financial in Q2 2024 and has held it in 8 quarters since.
  • 537 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q1 2026.

Based on SYM Financial Corp's 13F filing for Q1 2026, filed 8 May 2026.