Traveka Wealth’s Mitsubishi UFJ Financial MUFG Stock Holding History

Traveka 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	$755K	Buy	37,939 +91	+0.2%	+$1.71K	0.25%	75
2026 Q1	$642K	Buy	37,848 +442	+1%	+$7.87K	0.25%	76
2025 Q4	$593K	Buy	37,406 +64	+0.2%	+$990	0.24%	77
2025 Q3	$595K	Sell	37,342 -204	-0.5%	-$3.02K	0.27%	66
2025 Q2	$515K	Sell	37,546 -970	-3%	-$12.5K	0.27%	62
2025 Q1	$525K	Buy	38,516 +257	+0.7%	+$3.31K	0.29%	61
2024 Q4	$448K	Buy	38,259 +28	+0.1%	+$315	0.25%	70
2024 Q3	$389K	Buy	38,231 +456	+1%	+$4.81K	0.2%	71
2024 Q2	$408K	Buy	37,775 +980	+3%	+$9.94K	0.2%	65
2024 Q1	$376K	Buy	36,795 +1,590	+5%	+$15.4K	0.17%	69
2023 Q4	$303K	Buy	+35,205	New	+$297K	0.15%	81

Other funds holding MUFG

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

CGH

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

BCAM

Boston Common Asset Management Boston, Massachusetts $1.69B AUM 28.29% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Guardian Partners Toronto, Canada $1.11B AUM 38.73% 1-Year Est. Return

EGA

Eagle Global Advisors Houston, Texas $3.02B AUM 34.37% 1-Year Est. Return

AAM

Augustine Asset Management Jacksonville, Florida $494M AUM 76.22% 1-Year Est. Return

Traveka Wealth's MUFG Position: Q2 2026 in Review

Traveka Wealth increased its Mitsubishi UFJ Financial (MUFG) stake by 0.24% in Q2 2026, buying an estimated $1.71K and bringing the position to 37,939 shares worth $755K. The position accounts for 0.25% of the portfolio, ranked #75.

Traveka Wealth first reported a position in MUFG in Q4 2023 and has held it in 11 quarters since. 248 funds tracked by Wall St. Rank hold MUFG as of Q2 2026.

Traveka Wealth held 37,939 shares of Mitsubishi UFJ Financial worth $755K as of Q2 2026.
Traveka Wealth bought 91 Mitsubishi UFJ Financial shares in Q2 2026, an estimated $1.71K.
Mitsubishi UFJ Financial made up 0.25% of Traveka Wealth's portfolio in Q2 2026, its #75 holding.
Traveka Wealth first reported a position in Mitsubishi UFJ Financial in Q4 2023 and has held it in 11 quarters since.
248 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q2 2026.

Based on Traveka Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.