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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

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

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. 576 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.
  • 576 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.