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United Capital Financial Advisors’s Mitsubishi UFJ Financial MUFG Stock Holding History

United Capital 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
Q1 		$1.92M Buy
112,978
+2,234
+2% +$39.8K 0.01% 561
2025
Q4 		$1.76M Buy
110,744
+2,606
+2% +$40.3K 0.01% 566
2025
Q3 		$1.72M Buy
108,138
+4,024
+4% +$59.6K 0.01% 500
2025
Q2 		$1.43M Sell
104,114
-3,413
-3% -$44.1K 0.01% 508
2025
Q1 		$1.47M Buy
107,527
+1,222
+1% +$15.7K 0.01% 485
2024
Q4 		$1.25M Buy
106,305
+1,520
+1% +$17.1K 0.01% 510
2024
Q3 		$1.07M Sell
104,785
-1,173
-1% -$12.4K 0.01% 526
2024
Q2 		$1.14M Sell
105,958
-1,333
-1% -$13.5K 0.01% 498
2024
Q1 		$1.1M Sell
107,291
-6,156
-5% -$59.6K 0.01% 537
2023
Q4 		$977K Buy
+113,447
New +$957K 0.01% 566
2023
Q1 		– Sell
-10,581
Closed -$70.6K – 1033
2022
Q4 		$70.6K Buy
+10,581
New +$54.8K ﹤0.01% 1018
2020
Q1 		– Sell
-120,810
Closed -$656K – 1310
2019
Q4 		$656K Buy
+120,810
New +$638K ﹤0.01% 917
2019
Q3 		– Sell
-117,787
Closed -$555K – 1421
2019
Q2 		$555K Buy
117,787
+44,115
+60% +$212K ﹤0.01% 1015
2019
Q1 		$365K Buy
73,672
+6,364
+9% +$33.1K ﹤0.01% 1073
2018
Q4 		$325K Buy
67,308
+4
+0% +$23 ﹤0.01% 1037
2018
Q3 		$417K Buy
67,304
+42,294
+169% +$255K ﹤0.01% 1005
2018
Q2 		$141K Sell
25,010
-23,147
-48% -$147K ﹤0.01% 1253
2018
Q1 		$320K Buy
48,157
+6,798
+16% +$49.5K ﹤0.01% 1070
2017
Q4 		$301K Buy
41,359
+22,930
+124% +$156K ﹤0.01% 1113
2017
Q3 		$119K Buy
18,429
+1,817
+11% +$11.5K ﹤0.01% 1271
2017
Q2 		$112K Buy
+16,612
New +$106K ﹤0.01% 1239
2016
Q2 		– Sell
-11,826
Closed -$54K – 1273
2016
Q1 		$54K Buy
+11,826
New +$57.7K ﹤0.01% 1196

Other funds holding MUFG

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

United Capital Financial Advisors's MUFG Position: Q1 2026 in Review

United Capital Financial Advisors increased its Mitsubishi UFJ Financial (MUFG) stake by 2% in Q1 2026, buying an estimated $39.8K and bringing the position to 112,978 shares worth $1.92M. The position accounts for 0.01% of the portfolio, ranked #561.

United Capital Financial Advisors first reported a position in MUFG in Q1 2016 and has held it in 22 quarters since. 537 funds tracked by Wall St. Rank hold MUFG as of Q1 2026.

  • United Capital Financial Advisors held 112,978 shares of Mitsubishi UFJ Financial worth $1.92M as of Q1 2026.
  • United Capital Financial Advisors bought 2,234 Mitsubishi UFJ Financial shares in Q1 2026, an estimated $39.8K.
  • Mitsubishi UFJ Financial made up 0.01% of United Capital Financial Advisors's portfolio in Q1 2026, its #561 holding.
  • United Capital Financial Advisors first reported a position in Mitsubishi UFJ Financial in Q1 2016 and has held it in 22 quarters since.
  • 537 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q1 2026.

Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.