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Custom Index Systems’s Mitsubishi UFJ Financial MUFG Stock Holding History

Custom Index Systems’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 		$55.5K Buy
+2,792
New +$52.6K 0.02% 381
2025
Q2 		– Sell
-26,972
Closed -$368K – 277
2025
Q1 		$368K Buy
26,972
+2,969
+12% +$38.2K 0.19% 174
2024
Q4 		$281K Buy
+24,003
New +$270K 0.15% 180

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

Custom Index Systems's MUFG Position: Q2 2026 in Review

Custom Index Systems opened a new position in Mitsubishi UFJ Financial (MUFG) in Q2 2026: 2,792 shares worth $55.5K. The stake represents 0.02% of the portfolio and ranks #381 among its holdings. This is a return to the name: Custom Index Systems previously reported a position in MUFG as recently as Q1 2025.

Custom Index Systems first reported a position in MUFG in Q4 2024 and has held it in 3 quarters since. The position peaked at $368K in Q1 2025. 576 funds tracked by Wall St. Rank hold MUFG as of Q2 2026.

  • Custom Index Systems held 2,792 shares of Mitsubishi UFJ Financial worth $55.5K as of Q2 2026.
  • Mitsubishi UFJ Financial was a new Custom Index Systems position in Q2 2026.
  • Mitsubishi UFJ Financial made up 0.02% of Custom Index Systems's portfolio in Q2 2026, its #381 holding.
  • Custom Index Systems first reported a position in Mitsubishi UFJ Financial in Q4 2024 and has held it in 3 quarters since.
  • Custom Index Systems's Mitsubishi UFJ Financial position peaked at $368K in Q1 2025.
  • 576 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q2 2026.

Based on Custom Index Systems's 13F filing for Q2 2026, filed 14 Aug 2026.