BAMCO Inc
MUFG icon

BAMCO Inc’s Mitsubishi UFJ Financial MUFG Stock Holding History

BAMCO Inc’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 		$6.69M Hold
336,533
– – 0.01% 253
2026
Q1 		$5.71M Sell
336,533
-86,431
-20% -$1.54M 0.02% 242
2025
Q4 		$6.71M Sell
422,964
-28,862
-6% -$446K 0.02% 243
2025
Q3 		$7.2M Buy
451,826
+91,817
+26% +$1.36M 0.02% 245
2025
Q2 		$4.94M Buy
360,009
+64,328
+22% +$832K 0.01% 244
2025
Q1 		$4.03M Hold
295,681
– – 0.01% 267
2024
Q4 		$3.47M Hold
295,681
– – 0.01% 262
2024
Q3 		$3.01M Sell
295,681
-48,069
-14% -$507K 0.01% 279
2024
Q2 		$3.71M Sell
343,750
-116,394
-25% -$1.18M 0.01% 275
2024
Q1 		$4.71M Sell
460,144
-364,753
-44% -$3.53M 0.01% 270
2023
Q4 		$7.1M Sell
824,897
-139,335
-14% -$1.18M 0.02% 249
2023
Q3 		$8.19M Buy
964,232
+166,454
+21% +$1.33M 0.02% 240
2023
Q2 		$5.88M Buy
797,778
+253,768
+47% +$1.69M 0.02% 253
2023
Q1 		$3.48M Buy
+544,010
New +$3.81M 0.01% 279
2019
Q1 		– Sell
-533,145
Closed -$2.6M – 375
2018
Q4 		$2.6M Sell
533,145
-104,143
-16% -$589K 0.01% 275
2018
Q3 		$3.94M Buy
637,288
+120,000
+23% +$724K 0.02% 265
2018
Q2 		$2.92M Buy
517,288
+23,288
+5% +$147K 0.01% 265
2018
Q1 		$3.28M Hold
494,000
– – 0.02% 252
2017
Q4 		$3.59M Buy
494,000
+267,000
+118% +$1.82M 0.02% 256
2017
Q3 		$1.46M Buy
227,000
+82,000
+57% +$518K 0.01% 286
2017
Q2 		$979K Buy
+145,000
New +$924K 0.01% 307

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

BAMCO Inc's MUFG Position: Q2 2026 in Review

BAMCO Inc held its Mitsubishi UFJ Financial (MUFG) position steady in Q2 2026 at 336,533 shares worth $6.69M. The position accounts for 0.01% of the portfolio, ranked #253.

BAMCO Inc first reported a position in MUFG in Q2 2017 and has held it in 21 quarters since. The position peaked at $8.19M in Q3 2023. 576 funds tracked by Wall St. Rank hold MUFG as of Q2 2026.

  • BAMCO Inc held 336,533 shares of Mitsubishi UFJ Financial worth $6.69M as of Q2 2026.
  • BAMCO Inc left its Mitsubishi UFJ Financial share count unchanged in Q2 2026.
  • Mitsubishi UFJ Financial made up 0.01% of BAMCO Inc's portfolio in Q2 2026, its #253 holding.
  • BAMCO Inc first reported a position in Mitsubishi UFJ Financial in Q2 2017 and has held it in 21 quarters since.
  • BAMCO Inc's Mitsubishi UFJ Financial position peaked at $8.19M in Q3 2023.
  • 576 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q2 2026.

Based on BAMCO Inc's 13F filing for Q2 2026, filed 14 Aug 2026.