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Wedmont Private Capital’s Mitsubishi UFJ Financial MUFG Stock Holding History

Wedmont Private Capital’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 		$546K Sell
25,222
-3,773
-13% -$71.1K 0.02% 529
2026
Q1 		$534K Sell
28,995
-1,344
-4% -$23.9K 0.02% 473
2025
Q4 		$500K Buy
30,339
+1,392
+5% +$21.5K 0.02% 475
2025
Q3 		$439K Sell
28,947
-177
-0.6% -$2.62K 0.02% 498
2025
Q2 		$397K Sell
29,124
-534
-2% -$6.91K 0.02% 491
2025
Q1 		$344K Buy
29,658
+1,126
+4% +$14.5K 0.02% 485
2024
Q4 		$336K Buy
28,532
+438
+2% +$4.92K 0.02% 505
2024
Q3 		$291K Buy
28,094
+2,312
+9% +$24.4K 0.02% 515
2024
Q2 		$285K Buy
25,782
+8,176
+46% +$82.9K 0.02% 513
2024
Q1 		$178K Buy
17,606
+714
+4% +$6.91K 0.01% 575
2023
Q4 		$150K Buy
16,892
+4,460
+36% +$37.6K 0.01% 546
2023
Q3 		$104K Buy
+12,432
New +$99.2K 0.01% 490
2022
Q4 		– Sell
-10,184
Closed -$46K – 462
2022
Q3 		$46K Buy
+10,184
New +$53K 0.01% 367

Other funds holding MUFG

TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
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
BCAM
Boston Common Asset Management Boston, Massachusetts $1.69B AUM 28.29% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
GP
Guardian Partners Toronto, Canada $1.11B AUM 38.73% 1-Year Est. Return
EGA
Eagle Global Advisors Houston, Texas $3.02B AUM 34.37% 1-Year Est. Return
AAM
Augustine Asset Management Jacksonville, Florida $494M AUM 76.22% 1-Year Est. Return
PHS
Pekin Hardy Strauss Chicago, Illinois $1.14B AUM 37.36% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

Wedmont Private Capital's MUFG Position: Q2 2026 in Review

Wedmont Private Capital reduced its Mitsubishi UFJ Financial (MUFG) stake by 13% in Q2 2026, selling an estimated $71.1K and leaving 25,222 shares worth $546K. The position accounts for 0.02% of the portfolio, ranked #529.

Wedmont Private Capital first reported a position in MUFG in Q3 2022 and has held it in 13 quarters since. 226 funds tracked by Wall St. Rank hold MUFG as of Q2 2026.

  • Wedmont Private Capital held 25,222 shares of Mitsubishi UFJ Financial worth $546K as of Q2 2026.
  • Wedmont Private Capital sold 3,773 Mitsubishi UFJ Financial shares in Q2 2026, an estimated $71.1K.
  • Mitsubishi UFJ Financial made up 0.02% of Wedmont Private Capital's portfolio in Q2 2026, its #529 holding.
  • Wedmont Private Capital first reported a position in Mitsubishi UFJ Financial in Q3 2022 and has held it in 13 quarters since.
  • 226 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q2 2026.

Based on Wedmont Private Capital's 13F filing for Q2 2026, filed 13 Jul 2026.