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Trust Point Inc’s Mitsubishi UFJ Financial MUFG Stock Holding History

Trust Point Inc’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 		$976K Buy
49,093
+712
+1% +$13.4K 0.08% 127
2026
Q1 		$821K Buy
48,381
+5,389
+13% +$95.9K 0.07% 153
2025
Q4 		$682K Buy
42,992
+12,340
+40% +$191K 0.05% 169
2025
Q3 		$489K Buy
30,652
+5,713
+23% +$84.6K 0.04% 237
2025
Q2 		$342K Buy
24,939
+2,595
+12% +$33.6K 0.03% 273
2025
Q1 		$305K Buy
22,344
+57
+0.3% +$734 0.03% 338
2024
Q4 		$261K Buy
22,287
+375
+2% +$4.22K 0.02% 469
2024
Q3 		$223K Buy
21,912
+888
+4% +$9.37K 0.02% 474
2024
Q2 		$227K Sell
21,024
-1,589
-7% -$16.1K 0.02% 452
2024
Q1 		$231K Buy
22,613
+4,098
+22% +$39.7K 0.02% 473
2023
Q4 		$159K Buy
+18,515
New +$156K 0.01% 487

Other funds holding MUFG

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
AAM
Augustine Asset Management Jacksonville, Florida $494M AUM 76.22% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
HJIM
Henry James International Management New York $334M AUM 49.44% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
MAMA
Myriad Asset Management Advisors West Palm Beach, Florida $424M AUM
JAM
JCIC Asset Management Toronto, Ontario, Canada $326M AUM 31.94% 1-Year Est. Return
AWA
Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return

Trust Point Inc's MUFG Position: Q2 2026 in Review

Trust Point Inc increased its Mitsubishi UFJ Financial (MUFG) stake by 1.5% in Q2 2026, buying an estimated $13.4K and bringing the position to 49,093 shares worth $976K. The position accounts for 0.08% of the portfolio, ranked #127.

Trust Point Inc first reported a position in MUFG in Q4 2023 and has held it in 11 quarters since. 96 funds tracked by Wall St. Rank hold MUFG as of Q2 2026.

  • Trust Point Inc held 49,093 shares of Mitsubishi UFJ Financial worth $976K as of Q2 2026.
  • Trust Point Inc bought 712 Mitsubishi UFJ Financial shares in Q2 2026, an estimated $13.4K.
  • Mitsubishi UFJ Financial made up 0.08% of Trust Point Inc's portfolio in Q2 2026, its #127 holding.
  • Trust Point Inc first reported a position in Mitsubishi UFJ Financial in Q4 2023 and has held it in 11 quarters since.
  • 96 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q2 2026.

Based on Trust Point Inc's 13F filing for Q2 2026, filed 8 Jul 2026.