VWM
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Venturi Wealth Management’s Mitsubishi UFJ Financial MUFG Stock Holding History

Venturi Wealth Management’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 		$1.15M Buy
57,693
+6,512
+13% +$123K 0.04% 205
2026
Q1 		$869K Buy
51,181
+5,906
+13% +$105K 0.04% 222
2025
Q4 		$718K Buy
45,275
+21,957
+94% +$339K 0.03% 251
2025
Q3 		$372K Buy
23,318
+5,920
+34% +$87.6K 0.02% 396
2025
Q2 		$239K Buy
17,398
+6,149
+55% +$79.5K 0.01% 479
2025
Q1 		$153K Buy
11,249
+5,561
+98% +$71.6K 0.01% 549
2024
Q4 		$66.7K Buy
5,688
+396
+7% +$4.45K ﹤0.01% 934
2024
Q3 		$53.9K Buy
5,292
+2,229
+73% +$23.5K ﹤0.01% 743
2024
Q2 		$33.1K Buy
+3,063
New +$31.1K ﹤0.01% 797

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

Venturi Wealth Management's MUFG Position: Q2 2026 in Review

Venturi Wealth Management increased its Mitsubishi UFJ Financial (MUFG) stake by 13% in Q2 2026, buying an estimated $123K and bringing the position to 57,693 shares worth $1.15M. The position accounts for 0.04% of the portfolio, ranked #205.

Venturi Wealth Management first reported a position in MUFG in Q2 2024 and has held it in 9 quarters since. 96 funds tracked by Wall St. Rank hold MUFG as of Q2 2026.

  • Venturi Wealth Management held 57,693 shares of Mitsubishi UFJ Financial worth $1.15M as of Q2 2026.
  • Venturi Wealth Management bought 6,512 Mitsubishi UFJ Financial shares in Q2 2026, an estimated $123K.
  • Mitsubishi UFJ Financial made up 0.04% of Venturi Wealth Management's portfolio in Q2 2026, its #205 holding.
  • Venturi Wealth Management first reported a position in Mitsubishi UFJ Financial in Q2 2024 and has held it in 9 quarters since.
  • 96 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q2 2026.

Based on Venturi Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.