EI
MUFG icon

Ethic Inc’s Mitsubishi UFJ Financial MUFG Stock Holding History

Ethic 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 		$3.01M Buy
151,087
+23,540
+18% +$443K 0.04% 402
2026
Q1 		$2.16M Buy
127,547
+741
+0.6% +$13.2K 0.03% 441
2025
Q4 		$2.01M Sell
126,806
-639
-0.5% -$9.88K 0.03% 457
2025
Q3 		$2.03M Buy
127,445
+5,266
+4% +$78K 0.03% 445
2025
Q2 		$1.7M Sell
122,179
-90,280
-42% -$1.17M 0.03% 473
2025
Q1 		$2.83M Buy
212,459
+377
+0.2% +$4.86K 0.06% 331
2024
Q4 		$2.49M Buy
212,082
+4,396
+2% +$49.4K 0.05% 366
2024
Q3 		$2.12M Sell
207,686
-18,194
-8% -$192K 0.05% 377
2024
Q2 		$2.44M Buy
225,880
+18,194
+9% +$185K 0.06% 338
2024
Q1 		$2.12M Buy
207,686
+1,819
+0.9% +$17.6K 0.05% 377
2023
Q4 		$1.77M Buy
205,867
+3,392
+2% +$28.6K 0.05% 384
2023
Q3 		$1.72M Buy
202,475
+9,169
+5% +$73.1K 0.06% 352
2023
Q2 		$1.42M Buy
193,306
+2,746
+1% +$18.3K 0.05% 374
2023
Q1 		$1.22M Buy
190,560
+137,887
+262% +$965K 0.05% 393
2022
Q4 		$351K Sell
52,673
-34,860
-40% -$180K 0.02% 678
2022
Q3 		$394K Buy
87,533
+66,471
+316% +$346K 0.03% 559
2022
Q2 		$112K Buy
21,062
+5,198
+33% +$29.9K 0.01% 735
2022
Q1 		$98K Buy
15,864
+2,671
+20% +$16.6K 0.01% 726
2021
Q4 		$72K Buy
13,193
+1,827
+16% +$10.3K 0.01% 646
2021
Q3 		$67K Sell
11,366
-7,685
-40% -$42.7K 0.01% 605
2021
Q2 		$103K Sell
19,051
-94,246
-83% -$524K 0.01% 558
2021
Q1 		$610K Buy
113,297
+16,169
+17% +$83.4K 0.11% 240
2020
Q4 		$430K Buy
97,128
+40,706
+72% +$173K 0.11% 236
2020
Q3 		$226K Buy
56,422
+4,671
+9% +$18.9K 0.09% 278
2020
Q2 		$203K Buy
51,751
+26,669
+106% +$106K 0.12% 245
2020
Q1 		$92K Buy
25,082
+12,563
+100% +$59.9K 0.08% 196
2019
Q4 		$68K Buy
+12,519
New +$66.1K 0.05% 221

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

Ethic Inc's MUFG Position: Q2 2026 in Review

Ethic Inc increased its Mitsubishi UFJ Financial (MUFG) stake by 18% in Q2 2026, buying an estimated $443K and bringing the position to 151,087 shares worth $3.01M. The position accounts for 0.04% of the portfolio, ranked #402.

Ethic Inc first reported a position in MUFG in Q4 2019 and has held it in 27 quarters since. 576 funds tracked by Wall St. Rank hold MUFG as of Q2 2026.

  • Ethic Inc held 151,087 shares of Mitsubishi UFJ Financial worth $3.01M as of Q2 2026.
  • Ethic Inc bought 23,540 Mitsubishi UFJ Financial shares in Q2 2026, an estimated $443K.
  • Mitsubishi UFJ Financial made up 0.04% of Ethic Inc's portfolio in Q2 2026, its #402 holding.
  • Ethic Inc first reported a position in Mitsubishi UFJ Financial in Q4 2019 and has held it in 27 quarters since.
  • 576 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q2 2026.

Based on Ethic Inc's 13F filing for Q2 2026, filed 29 Jul 2026.