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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
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

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

Valeo Financial Advisors's MUFG Position: Q2 2026 in Review

Valeo Financial Advisors increased its Mitsubishi UFJ Financial (MUFG) stake by 16% in Q2 2026, buying an estimated $94.3K and bringing the position to 37,187 shares worth $740K. The position accounts for 0.02% of the portfolio, ranked #354.

Valeo Financial Advisors first reported a position in MUFG in Q3 2017 and has held it in 30 quarters since. The position peaked at $829K in Q4 2025. 572 funds tracked by Wall St. Rank hold MUFG as of Q2 2026.

  • Valeo Financial Advisors held 37,187 shares of Mitsubishi UFJ Financial worth $740K as of Q2 2026.
  • Valeo Financial Advisors bought 5,006 Mitsubishi UFJ Financial shares in Q2 2026, an estimated $94.3K.
  • Mitsubishi UFJ Financial made up 0.02% of Valeo Financial Advisors's portfolio in Q2 2026, its #354 holding.
  • Valeo Financial Advisors first reported a position in Mitsubishi UFJ Financial in Q3 2017 and has held it in 30 quarters since.
  • Valeo Financial Advisors's Mitsubishi UFJ Financial position peaked at $829K in Q4 2025.
  • 572 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q2 2026.

Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.