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TD Private Client Wealth’s Mitsubishi UFJ Financial MUFG Stock Holding History

TD Private Client Wealth’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 		$88.7K Buy
4,458
+1,599
+56% +$30.1K ﹤0.01% 791
2026
Q1 		$48.5K Buy
2,859
+1,601
+127% +$28.5K ﹤0.01% 881
2025
Q4 		$20K Sell
1,258
-2,874
-70% -$44.4K ﹤0.01% 1012
2025
Q3 		$65.9K Buy
4,132
+278
+7% +$4.12K ﹤0.01% 816
2025
Q2 		$52.9K Sell
3,854
-255
-6% -$3.3K ﹤0.01% 832
2025
Q1 		$56K Buy
4,109
+176
+4% +$2.27K ﹤0.01% 795
2024
Q4 		$46.1K Hold
3,933
– – ﹤0.01% 837
2024
Q3 		$40K Sell
3,933
-723
-16% -$7.63K ﹤0.01% 871
2024
Q2 		$50.3K Buy
4,656
+314
+7% +$3.18K ﹤0.01% 805
2024
Q1 		$44.4K Sell
4,342
-140
-3% -$1.35K ﹤0.01% 836
2023
Q4 		$38.6K Sell
4,482
-23
-0.5% -$194 ﹤0.01% 850
2023
Q3 		$38.2K Hold
4,505
– – ﹤0.01% 816
2023
Q2 		$33.2K Sell
4,505
-1,367
-23% -$9.1K ﹤0.01% 870
2023
Q1 		$37.5K Sell
5,872
-9,504
-62% -$66.5K ﹤0.01% 828
2022
Q4 		$103K Buy
15,376
+1,792
+13% +$9.27K ﹤0.01% 623
2022
Q3 		$61.1K Sell
13,584
-918
-6% -$4.78K ﹤0.01% 689
2022
Q2 		$77.4K Sell
14,502
-660
-4% -$3.8K ﹤0.01% 645
2022
Q1 		$93.9K Sell
15,162
-703
-4% -$4.37K ﹤0.01% 648
2021
Q4 		$86.6K Buy
15,865
+1,176
+8% +$6.62K ﹤0.01% 659
2021
Q3 		$87.1K Sell
14,689
-37
-0.3% -$205 ﹤0.01% 648
2021
Q2 		$79.8K Buy
14,726
+1,473
+11% +$8.19K ﹤0.01% 651
2021
Q1 		$71.3K Buy
13,253
+2,030
+18% +$10.5K ﹤0.01% 651
2020
Q4 		$49.7K Hold
11,223
– – ﹤0.01% 662
2020
Q3 		$45K Buy
11,223
+284
+3% +$1.15K ﹤0.01% 629
2020
Q2 		$43K Sell
10,939
-16,642
-60% -$65.9K ﹤0.01% 634
2020
Q1 		$101K Sell
27,581
-49,559
-64% -$236K 0.01% 495
2019
Q4 		$419K Buy
+77,140
New +$407K 0.03% 369

Other funds holding MUFG

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Chevy Chase Trust
Chevy Chase Trust Bethesda, Maryland $38.8B AUM 41.35% 1-Year Est. Return

TD Private Client Wealth's MUFG Position: Q2 2026 in Review

TD Private Client Wealth increased its Mitsubishi UFJ Financial (MUFG) stake by 56% in Q2 2026, buying an estimated $30.1K and bringing the position to 4,458 shares worth $88.7K. The position accounts for ﹤0.01% of the portfolio, ranked #791.

TD Private Client Wealth first reported a position in MUFG in Q4 2019 and has held it in 27 quarters since. The position peaked at $419K in Q4 2019. 576 funds tracked by Wall St. Rank hold MUFG as of Q2 2026.

  • TD Private Client Wealth held 4,458 shares of Mitsubishi UFJ Financial worth $88.7K as of Q2 2026.
  • TD Private Client Wealth bought 1,599 Mitsubishi UFJ Financial shares in Q2 2026, an estimated $30.1K.
  • Mitsubishi UFJ Financial made up ﹤0.01% of TD Private Client Wealth's portfolio in Q2 2026, its #791 holding.
  • TD Private Client Wealth first reported a position in Mitsubishi UFJ Financial in Q4 2019 and has held it in 27 quarters since.
  • TD Private Client Wealth's Mitsubishi UFJ Financial position peaked at $419K in Q4 2019.
  • 576 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q2 2026.

Based on TD Private Client Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.