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Disclosery

CARY STREET PARTNERS ASSET MANAGEMENT LLC: MUFG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CARY STREET PARTNERS ASSET MANAGEMENT LLC on MUFG, newest first. How the timeline and the estimate are built.

CARY STREET PARTNERS ASSET MANAGEMENT LLC held 11,722 MUFG shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,722 shares
    Change vs previous 13F +590 shares

    <0.01% of the 13F portfolio, value $233,152.

    13F-HR 0001766904-26-000003 filed by CARY STREET PARTNERS INVESTMENT ADVISORY LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 58 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 11,664 shares

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

  2. period ended2026-03-31
    13F 11,132 shares
    Change vs previous 13F +862 shares

    <0.01% of the 13F portfolio, value $188,909.

    13F-HR 0001766904-26-000002 filed by CARY STREET PARTNERS INVESTMENT ADVISORY LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 456 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 10,676 shares

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

  3. period ended2025-12-31
    13F 10,270 shares
    Change vs previous 13F +10,270 shares

    0.04% of the 13F portfolio, value $162,882.

    13F-HR 0001766904-26-000001 filed by CARY STREET PARTNERS INVESTMENT ADVISORY LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-03-31
    13F 0 shares
    Change vs previous 13F -10,197 shares

    13F-HR 0001475045-25-000004 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 0 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 0 shares

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

    Exited: the 13F for this period no longer lists the position.

  5. period ended2024-12-31
    13F 10,197 shares
    Change vs previous 13F +10,197 shares

    <0.01% of the 13F portfolio, value $119,509.

    13F-HR 0001475045-25-000001 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 8,377 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 1,820 shares

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

  6. period ended2024-09-30
    13F 0 shares
    Change vs previous 13F not available

    13F-HR 0001766904-24-000010 filed by CARY STREET PARTNERS INVESTMENT ADVISORY LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.