Synergy Investment Management’s Mitsubishi UFJ Financial MUFG Stock Holding History

Synergy Investment Management’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	$2.85K	Buy	+130	New	+$2.45K	﹤0.01%	852

Other funds holding MUFG

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Chevy Chase Trust Bethesda, Maryland $38.8B AUM 41.35% 1-Year Est. Return

Synergy Investment Management's MUFG Position: Q2 2026 in Review

Synergy Investment Management opened a new position in Mitsubishi UFJ Financial (MUFG) in Q2 2026: 130 shares worth $2.85K. The stake represents ﹤0.01% of the portfolio and ranks #852 among its holdings.

572 funds tracked by Wall St. Rank hold MUFG as of Q2 2026.

Synergy Investment Management held 130 shares of Mitsubishi UFJ Financial worth $2.85K as of Q2 2026.
Mitsubishi UFJ Financial was a new Synergy Investment Management position in Q2 2026.
Mitsubishi UFJ Financial made up ﹤0.01% of Synergy Investment Management's portfolio in Q2 2026, its #852 holding.
572 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q2 2026.

Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.