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CAPTRUST FINANCIAL ADVISORS: MUFG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CAPTRUST FINANCIAL ADVISORS on MUFG, newest first. How the timeline and the estimate are built.

CAPTRUST FINANCIAL ADVISORS held 131,409 MUFG shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 131,409 shares
    Change vs previous 13F -186,559 shares

    <0.01% of the 13F portfolio, value $2,613,730.

    13F-HR 0001062993-26-004295 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 317,968 shares
    Change vs previous 13F +233,067 shares

    0.01% of the 13F portfolio, value $5,395,910.

    13F-HR 0001062993-26-002655 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 84,901 shares
    Change vs previous 13F -7,315 shares

    <0.01% of the 13F portfolio, value $1,346,534.

    13F-HR 0001062993-26-000955 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 92,216 shares
    Change vs previous 13F +2,835 shares

    <0.01% of the 13F portfolio, value $1,469,916.

    13F-HR 0001062993-25-016947 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 89,381 shares
    Change vs previous 13F -767 shares

    <0.01% of the 13F portfolio, value $1,226,307.

    13F-HR 0001062993-25-014473 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 90,148 shares
    Change vs previous 13F +48,109 shares

    <0.01% of the 13F portfolio, value $1,228,717.

    13F-HR 0001062993-25-009406 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 42,039 shares
    Change vs previous 13F -45,517 shares

    <0.01% of the 13F portfolio, value $492,692.

    13F-HR 0001062993-25-002458 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 87,556 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $891,322.

    13F-HR 0001062993-24-019125 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).