James T. Borello RIA
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James T. Borello RIA’s Mitsubishi UFJ Financial MUFG Stock Holding History

James T. Borello RIA’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
Q3 		$137K Hold
5,936
– – 0.03% 140
2026
Q2 		$118K Hold
5,936
– – 0.03% 152
2026
Q1 		$101K Buy
5,936
+5,847
+6,570% +$104K 0.03% 152
2025
Q4 		$1.41K Buy
+89
New +$1.38K ﹤0.01% 840

Other funds holding MUFG

TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Crossmark Global Holdings
Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return
Boston Common Asset Management
Boston Common Asset Management Boston, Massachusetts $1.72B AUM 26.04% 1-Year Est. Return
Guardian Partners
Guardian Partners Toronto, Canada $1.13B AUM 28.37% 1-Year Est. Return
Moran Wealth Management
Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return
Quadrant Capital Group
Quadrant Capital Group Cincinnati, Ohio $3.7B AUM 33.76% 1-Year Est. Return
Augustine Asset Management
Augustine Asset Management Jacksonville, Florida $464M AUM 16.89% 1-Year Est. Return
Henry James International Management
Henry James International Management New York $330M AUM 35.5% 1-Year Est. Return
SignatureFD
SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

James T. Borello RIA's MUFG Position: Q3 2026 in Review

James T. Borello RIA held its Mitsubishi UFJ Financial (MUFG) position steady in Q3 2026 at 5,936 shares worth $137K. The position accounts for 0.03% of the portfolio, ranked #140.

James T. Borello RIA first reported a position in MUFG in Q4 2025 and has held it in 4 quarters since. 137 funds tracked by Wall St. Rank hold MUFG as of Q3 2026.

  • James T. Borello RIA held 5,936 shares of Mitsubishi UFJ Financial worth $137K as of Q3 2026.
  • James T. Borello RIA left its Mitsubishi UFJ Financial share count unchanged in Q3 2026.
  • Mitsubishi UFJ Financial made up 0.03% of James T. Borello RIA's portfolio in Q3 2026, its #140 holding.
  • James T. Borello RIA first reported a position in Mitsubishi UFJ Financial in Q4 2025 and has held it in 4 quarters since.
  • 137 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.