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Fidelis Capital Partners’s Mitsubishi UFJ Financial MUFG Stock Holding History

Fidelis Capital Partners’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
Q1 		$199K Buy
11,710
+1,156
+11% +$20.6K 0.01% 491
2025
Q4 		$167K Buy
10,554
+139
+1% +$2.15K 0.01% 480
2025
Q3 		$166K Hold
10,415
– – 0.01% 476
2025
Q2 		$147K Sell
10,415
-129
-1% -$1.67K 0.01% 435
2025
Q1 		$129K Buy
+10,544
New +$136K 0.01% 416
2024
Q4 		– Sell
-17,310
Closed -$177K – 449
2024
Q3 		$177K Sell
17,310
-48
-0.3% -$507 0.02% 401
2024
Q2 		$163K Buy
17,358
+79
+0.5% +$801 0.02% 366
2024
Q1 		$177K Buy
17,279
+2,228
+15% +$21.6K 0.03% 358
2023
Q4 		$130K Buy
15,051
+4,841
+47% +$40.8K 0.03% 317
2023
Q3 		$86.7K Buy
+10,210
New +$81.5K 0.03% 264

Other funds holding MUFG

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Fidelis Capital Partners's MUFG Position: Q1 2026 in Review

Fidelis Capital Partners increased its Mitsubishi UFJ Financial (MUFG) stake by 11% in Q1 2026, buying an estimated $20.6K and bringing the position to 11,710 shares worth $199K. The position accounts for 0.01% of the portfolio, ranked #491.

Fidelis Capital Partners first reported a position in MUFG in Q3 2023 and has held it in 10 quarters since. 537 funds tracked by Wall St. Rank hold MUFG as of Q1 2026.

  • Fidelis Capital Partners held 11,710 shares of Mitsubishi UFJ Financial worth $199K as of Q1 2026.
  • Fidelis Capital Partners bought 1,156 Mitsubishi UFJ Financial shares in Q1 2026, an estimated $20.6K.
  • Mitsubishi UFJ Financial made up 0.01% of Fidelis Capital Partners's portfolio in Q1 2026, its #491 holding.
  • Fidelis Capital Partners first reported a position in Mitsubishi UFJ Financial in Q3 2023 and has held it in 10 quarters since.
  • 537 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q1 2026.

Based on Fidelis Capital Partners's 13F filing for Q1 2026, filed 6 May 2026.