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Transamerica Financial Advisors’s Mitsubishi UFJ Financial MUFG Stock Holding History

Transamerica Financial Advisors’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 		$350K Buy
17,593
+14
+0.1% +$264 0.03% 339
2026
Q1 		$298K Buy
17,579
+95
+0.5% +$1.69K 0.03% 337
2025
Q4 		$277K Buy
17,484
+545
+3% +$8.43K 0.02% 319
2025
Q3 		$270K Sell
16,939
-3,418
-17% -$50.6K 0.02% 292
2025
Q2 		$279K Sell
20,357
-2,767
-12% -$35.8K 0.03% 200
2025
Q1 		$316K Buy
23,124
+42
+0.2% +$541 0.03% 203
2024
Q4 		$271K Sell
23,082
-3,617
-14% -$40.7K 0.03% 208
2024
Q3 		$272K Sell
26,699
-2,439
-8% -$25.7K 0.03% 211
2024
Q2 		$315K Hold
29,138
– – 0.03% 178
2024
Q1 		$299K Buy
29,138
+23,220
+392% +$225K 0.03% 201
2023
Q4 		$51K Buy
5,918
+4,349
+277% +$36.7K 0.01% 295
2023
Q3 		$14K Buy
+1,569
New +$12.5K ﹤0.01% 315

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

Transamerica Financial Advisors's MUFG Position: Q2 2026 in Review

Transamerica Financial Advisors increased its Mitsubishi UFJ Financial (MUFG) stake by 0.08% in Q2 2026, buying an estimated $264 and bringing the position to 17,593 shares worth $350K. The position accounts for 0.03% of the portfolio, ranked #339.

Transamerica Financial Advisors first reported a position in MUFG in Q3 2023 and has held it in 12 quarters since. 572 funds tracked by Wall St. Rank hold MUFG as of Q2 2026.

  • Transamerica Financial Advisors held 17,593 shares of Mitsubishi UFJ Financial worth $350K as of Q2 2026.
  • Transamerica Financial Advisors bought 14 Mitsubishi UFJ Financial shares in Q2 2026, an estimated $264.
  • Mitsubishi UFJ Financial made up 0.03% of Transamerica Financial Advisors's portfolio in Q2 2026, its #339 holding.
  • Transamerica Financial Advisors first reported a position in Mitsubishi UFJ Financial in Q3 2023 and has held it in 12 quarters since.
  • 572 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q2 2026.

Based on Transamerica Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.