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World Investment Advisors’s Mitsubishi UFJ Financial MUFG Stock Holding History

World Investment 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 		$240K Sell
13,580
-398
-3% -$7.5K ﹤0.01% 1366
2026
Q1 		$237K Buy
13,978
+419
+3% +$7.46K ﹤0.01% 1399
2025
Q4 		$215K Buy
+13,559
New +$210K ﹤0.01% 1360

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

World Investment Advisors's MUFG Position: Q2 2026 in Review

World Investment Advisors reduced its Mitsubishi UFJ Financial (MUFG) stake by 2.8% in Q2 2026, selling an estimated $7.5K and leaving 13,580 shares worth $240K. The position accounts for ﹤0.01% of the portfolio, ranked #1366.

World Investment Advisors first reported a position in MUFG in Q4 2025 and has held it in 3 quarters since. 572 funds tracked by Wall St. Rank hold MUFG as of Q2 2026.

  • World Investment Advisors held 13,580 shares of Mitsubishi UFJ Financial worth $240K as of Q2 2026.
  • World Investment Advisors sold 398 Mitsubishi UFJ Financial shares in Q2 2026, an estimated $7.5K.
  • Mitsubishi UFJ Financial made up ﹤0.01% of World Investment Advisors's portfolio in Q2 2026, its #1366 holding.
  • World Investment Advisors first reported a position in Mitsubishi UFJ Financial in Q4 2025 and has held it in 3 quarters since.
  • 572 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q2 2026.

Based on World Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.