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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

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

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. 576 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.
  • 576 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.