VFA
MUFG icon

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

Valeo 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
Q3 		$952K Buy
41,264
+4,077
+11% +$91.9K 0.02% 315
2026
Q2 		$740K Buy
37,187
+5,006
+16% +$94.3K 0.02% 354
2026
Q1 		$546K Sell
32,181
-20,102
-38% -$358K 0.01% 392
2025
Q4 		$829K Buy
52,283
+2,517
+5% +$38.9K 0.02% 344
2025
Q3 		$793K Buy
49,766
+3,101
+7% +$45.9K 0.02% 360
2025
Q2 		$640K Buy
46,665
+2,709
+6% +$35K 0.02% 395
2025
Q1 		$599K Buy
43,956
+6,745
+18% +$86.9K 0.02% 367
2024
Q4 		$436K Hold
37,211
– – 0.01% 443
2024
Q3 		$379K Buy
37,211
+305
+0.8% +$3.22K 0.01% 473
2024
Q2 		$399K Sell
36,906
-33
-0.1% -$335 0.01% 451
2024
Q1 		$372K Buy
36,939
+2,049
+6% +$19.8K 0.01% 448
2023
Q4 		$300K Buy
34,890
+386
+1% +$3.26K 0.01% 487
2023
Q3 		$293K Buy
34,504
+535
+2% +$4.27K 0.01% 466
2023
Q2 		$250K Buy
33,969
+2,878
+9% +$19.2K 0.01% 476
2023
Q1 		$199K Buy
31,091
+11,045
+55% +$77.3K 0.01% 554
2022
Q4 		$134K Buy
+20,046
New +$104K 0.01% 503
2021
Q2 		– Sell
-4,562
Closed -$25K – 1317
2021
Q1 		$25K Sell
4,562
-1,601
-26% -$8.26K ﹤0.01% 1098
2020
Q4 		$27K Buy
6,163
+4,562
+285% +$19.4K ﹤0.01% 951
2020
Q3 		$6K Sell
1,601
-159
-9% -$642 ﹤0.01% 1217
2020
Q2 		$7K Buy
1,760
+376
+27% +$1.49K ﹤0.01% 1409
2020
Q1 		$5K Sell
1,384
-108
-7% -$515 ﹤0.01% 1311
2019
Q4 		$8K Hold
1,492
– – ﹤0.01% 1169
2019
Q3 		$8K Buy
1,492
+41
+3% +$201 ﹤0.01% 1089
2019
Q2 		$7K Hold
1,451
– – ﹤0.01% 1118
2019
Q1 		$7K Buy
1,451
+786
+118% +$4.09K ﹤0.01% 1058
2018
Q4 		$3K Sell
665
-785
-54% -$4.44K ﹤0.01% 1212
2018
Q3 		$9K Hold
1,450
– – ﹤0.01% 1003
2018
Q2 		$8K Buy
1,450
+110
+8% +$696 ﹤0.01% 1019
2018
Q1 		$9K Hold
1,340
– – ﹤0.01% 962
2017
Q4 		$10K Hold
1,340
– – ﹤0.01% 840
2017
Q3 		$9K Buy
+1,340
New +$8.46K ﹤0.01% 730

Other funds holding MUFG

GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
SP
Successful Portfolios Clearwater, Florida $217M AUM 30.72% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
RA
Riversedge Advisors Wilmington, Delaware $813M AUM 18.09% 1-Year Est. Return
AWM
Athena Wealth Management Reno, Nevada $139M AUM 20.91% 1-Year Est. Return

Valeo Financial Advisors's MUFG Position: Q3 2026 in Review

Valeo Financial Advisors increased its Mitsubishi UFJ Financial (MUFG) stake by 11% in Q3 2026, buying an estimated $91.9K and bringing the position to 41,264 shares worth $952K. The position accounts for 0.02% of the portfolio, ranked #315.

Valeo Financial Advisors first reported a position in MUFG in Q3 2017 and has held it in 31 quarters since. 27 funds tracked by Wall St. Rank hold MUFG as of Q3 2026.

  • Valeo Financial Advisors held 41,264 shares of Mitsubishi UFJ Financial worth $952K as of Q3 2026.
  • Valeo Financial Advisors bought 4,077 Mitsubishi UFJ Financial shares in Q3 2026, an estimated $91.9K.
  • Mitsubishi UFJ Financial made up 0.02% of Valeo Financial Advisors's portfolio in Q3 2026, its #315 holding.
  • Valeo Financial Advisors first reported a position in Mitsubishi UFJ Financial in Q3 2017 and has held it in 31 quarters since.
  • 27 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q3 2026.

Based on Valeo Financial Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.