Chevy Chase Trust
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Chevy Chase Trust’s Mitsubishi UFJ Financial MUFG Stock Holding History

Chevy Chase Trust’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 		$125M Buy
6,274,113
+84,784
+1% +$1.6M 0.32% 62
2026
Q1 		$105M Buy
6,189,329
+172,442
+3% +$3.07M 0.3% 68
2025
Q4 		$95.4M Sell
6,016,887
-205,360
-3% -$3.18M 0.26% 72
2025
Q3 		$99.2M Buy
6,222,247
+59,242
+1% +$877K 0.27% 71
2025
Q2 		$84.6M Sell
6,163,005
-34,759
-0.6% -$449K 0.25% 84
2025
Q1 		$84.5M Buy
6,197,764
+247,508
+4% +$3.19M 0.27% 74
2024
Q4 		$69.7M Buy
5,950,256
+241,685
+4% +$2.72M 0.21% 93
2024
Q3 		$58.1M Sell
5,708,571
-170,620
-3% -$1.8M 0.18% 114
2024
Q2 		$63.5M Buy
5,879,191
+217,799
+4% +$2.21M 0.2% 98
2024
Q1 		$57.9M Buy
5,661,392
+4,855,722
+603% +$47M 0.19% 116
2023
Q4 		$6.94M Buy
+805,670
New +$6.8M 0.02% 459

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
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Chevy Chase Trust's MUFG Position: Q2 2026 in Review

Chevy Chase Trust increased its Mitsubishi UFJ Financial (MUFG) stake by 1.4% in Q2 2026, buying an estimated $1.6M and bringing the position to 6,274,113 shares worth $125M. The position accounts for 0.32% of the portfolio, ranked #62.

Chevy Chase Trust first reported a position in MUFG in Q4 2023 and has held it in 11 quarters since. 572 funds tracked by Wall St. Rank hold MUFG as of Q2 2026.

  • Chevy Chase Trust held 6,274,113 shares of Mitsubishi UFJ Financial worth $125M as of Q2 2026.
  • Chevy Chase Trust bought 84,784 Mitsubishi UFJ Financial shares in Q2 2026, an estimated $1.6M.
  • Mitsubishi UFJ Financial made up 0.32% of Chevy Chase Trust's portfolio in Q2 2026, its #62 holding.
  • Chevy Chase Trust first reported a position in Mitsubishi UFJ Financial in Q4 2023 and has held it in 11 quarters since.
  • 572 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q2 2026.

Based on Chevy Chase Trust's 13F filing for Q2 2026, filed 14 Aug 2026.