Charles Schwab
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Charles Schwab’s Mitsubishi UFJ Financial MUFG Stock Holding History

Charles Schwab’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 		$45M Buy
2,260,167
+311,937
+16% +$5.88M 0.01% 1322
2026
Q1 		$33.1M Buy
1,948,230
+311,968
+19% +$5.55M 0.01% 1449
2025
Q4 		$26M Buy
1,636,262
+207,161
+14% +$3.2M ﹤0.01% 1581
2025
Q3 		$22.8M Buy
1,429,101
+252,770
+21% +$3.74M ﹤0.01% 1657
2025
Q2 		$16.1M Buy
1,176,331
+144,277
+14% +$1.87M ﹤0.01% 1787
2025
Q1 		$14.1M Buy
1,032,054
+195,227
+23% +$2.51M ﹤0.01% 1801
2024
Q4 		$9.81M Buy
836,827
+137,182
+20% +$1.54M ﹤0.01% 2019
2024
Q3 		$7.12M Buy
699,645
+88,034
+14% +$929K ﹤0.01% 2190
2024
Q2 		$6.61M Buy
611,611
+121,847
+25% +$1.24M ﹤0.01% 2227
2024
Q1 		$5.01M Buy
489,764
+133,572
+38% +$1.29M ﹤0.01% 2283
2023
Q4 		$3.07M Buy
356,192
+85,751
+32% +$723K ﹤0.01% 2502
2023
Q3 		$2.3M Buy
270,441
+111,397
+70% +$889K ﹤0.01% 2557
2023
Q2 		$1.17M Buy
159,044
+87,214
+121% +$581K ﹤0.01% 2707
2023
Q1 		$459K Buy
71,830
+21,101
+42% +$148K ﹤0.01% 2977
2022
Q4 		$338K Buy
+50,729
New +$263K ﹤0.01% 3087

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

Charles Schwab's MUFG Position: Q2 2026 in Review

Charles Schwab increased its Mitsubishi UFJ Financial (MUFG) stake by 16% in Q2 2026, buying an estimated $5.88M and bringing the position to 2,260,167 shares worth $45M. The position accounts for 0.01% of the portfolio, ranked #1322.

Charles Schwab first reported a position in MUFG in Q4 2022 and has held it in 15 quarters since. 576 funds tracked by Wall St. Rank hold MUFG as of Q2 2026.

  • Charles Schwab held 2,260,167 shares of Mitsubishi UFJ Financial worth $45M as of Q2 2026.
  • Charles Schwab bought 311,937 Mitsubishi UFJ Financial shares in Q2 2026, an estimated $5.88M.
  • Mitsubishi UFJ Financial made up 0.01% of Charles Schwab's portfolio in Q2 2026, its #1322 holding.
  • Charles Schwab first reported a position in Mitsubishi UFJ Financial in Q4 2022 and has held it in 15 quarters since.
  • 576 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q2 2026.

Based on Charles Schwab's 13F filing for Q2 2026, filed 14 Aug 2026.