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Augustine Asset Management’s Mitsubishi UFJ Financial MUFG Stock Holding History

Augustine Asset Management’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 		$6.89M Sell
346,501
-3,959
-1% -$74.6K 1.4% 15
2026
Q1 		$5.95M Sell
350,460
-888
-0.3% -$15.8K 1.34% 16
2025
Q4 		$5.57M Buy
351,348
+431
+0.1% +$6.66K 1.11% 15
2025
Q3 		$5.59M Sell
350,917
-3,923
-1% -$58.1K 1.13% 12
2025
Q2 		$4.87M Buy
354,840
+2,962
+0.8% +$38.3K 1.3% 15
2025
Q1 		$4.8M Buy
351,878
+1,665
+0.5% +$21.4K 1.4% 15
2024
Q4 		$4.1M Sell
350,213
-8,693
-2% -$97.7K 1.08% 17
2024
Q3 		$3.65M Buy
358,906
+5,334
+2% +$56.3K 1.28% 19
2024
Q2 		$3.82M Buy
353,572
+124,668
+54% +$1.26M 1.47% 17
2024
Q1 		$2.34M Sell
228,904
-7,823
-3% -$75.7K 0.98% 25
2023
Q4 		$2.04M Buy
236,727
+178,998
+310% +$1.51M 0.9% 25
2023
Q3 		$490K Sell
57,729
-18
-0% -$144 0.23% 59
2023
Q2 		$426K Hold
57,747
– – 0.2% 64
2023
Q1 		$369K Sell
57,747
-256
-0.4% -$1.79K 0.18% 73
2022
Q4 		$387K Sell
58,003
-1,389
-2% -$7.19K 0.21% 67
2022
Q3 		$267K Sell
59,392
-764
-1% -$3.98K 0.18% 71
2022
Q2 		$321K Sell
60,156
-11,631
-16% -$67K 0.2% 61
2022
Q1 		$444K Buy
71,787
+1,005
+1% +$6.24K 0.22% 55
2021
Q4 		$386K Sell
70,782
-301
-0.4% -$1.7K 0.19% 58
2021
Q3 		$422K Sell
71,083
-849
-1% -$4.71K 0.22% 53
2021
Q2 		$390K Buy
+71,932
New +$400K 0.2% 57

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

Augustine Asset Management's MUFG Position: Q2 2026 in Review

Augustine Asset Management reduced its Mitsubishi UFJ Financial (MUFG) stake by 1.1% in Q2 2026, selling an estimated $74.6K and leaving 346,501 shares worth $6.89M. The position accounts for 1.4% of the portfolio, ranked #15.

Augustine Asset Management first reported a position in MUFG in Q2 2021 and has held it in 21 quarters since. 575 funds tracked by Wall St. Rank hold MUFG as of Q2 2026.

  • Augustine Asset Management held 346,501 shares of Mitsubishi UFJ Financial worth $6.89M as of Q2 2026.
  • Augustine Asset Management sold 3,959 Mitsubishi UFJ Financial shares in Q2 2026, an estimated $74.6K.
  • Mitsubishi UFJ Financial made up 1.4% of Augustine Asset Management's portfolio in Q2 2026, its #15 holding.
  • Augustine Asset Management first reported a position in Mitsubishi UFJ Financial in Q2 2021 and has held it in 21 quarters since.
  • 575 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q2 2026.

Based on Augustine Asset Management's 13F filing for Q2 2026, filed 13 Jul 2026.