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IEQ Capital’s Mitsubishi UFJ Financial MUFG Stock Holding History

IEQ Capital’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 		$4.04M Buy
203,057
+27,227
+15% +$513K 0.02% 566
2026
Q1 		$2.98M Sell
175,830
-15,691
-8% -$279K 0.01% 641
2025
Q4 		$3.04M Buy
191,521
+85,677
+81% +$1.32M 0.01% 665
2025
Q3 		$1.69M Buy
105,844
+70,205
+197% +$1.04M 0.01% 821
2025
Q2 		$489K Buy
35,639
+10,570
+42% +$137K ﹤0.01% 1166
2025
Q1 		$342K Buy
25,069
+2,334
+10% +$30.1K ﹤0.01% 1136
2024
Q4 		$266K Buy
22,735
+3,244
+17% +$36.5K ﹤0.01% 1079
2024
Q3 		$198K Buy
19,491
+2,157
+12% +$22.8K ﹤0.01% 1064
2024
Q2 		$187K Hold
17,334
– – ﹤0.01% 922
2024
Q1 		$177K Buy
17,334
+1,104
+7% +$10.7K ﹤0.01% 895
2023
Q4 		$140K Buy
16,230
+2,776
+21% +$23.4K ﹤0.01% 867
2023
Q3 		$114K Buy
13,454
+97
+0.7% +$774 ﹤0.01% 882
2023
Q2 		$98.4K Buy
+13,357
New +$88.9K ﹤0.01% 852

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

IEQ Capital's MUFG Position: Q2 2026 in Review

IEQ Capital increased its Mitsubishi UFJ Financial (MUFG) stake by 15% in Q2 2026, buying an estimated $513K and bringing the position to 203,057 shares worth $4.04M. The position accounts for 0.02% of the portfolio, ranked #566.

IEQ Capital first reported a position in MUFG in Q2 2023 and has held it in 13 quarters since. 576 funds tracked by Wall St. Rank hold MUFG as of Q2 2026.

  • IEQ Capital held 203,057 shares of Mitsubishi UFJ Financial worth $4.04M as of Q2 2026.
  • IEQ Capital bought 27,227 Mitsubishi UFJ Financial shares in Q2 2026, an estimated $513K.
  • Mitsubishi UFJ Financial made up 0.02% of IEQ Capital's portfolio in Q2 2026, its #566 holding.
  • IEQ Capital first reported a position in Mitsubishi UFJ Financial in Q2 2023 and has held it in 13 quarters since.
  • 576 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q2 2026.

Based on IEQ Capital's 13F filing for Q2 2026, filed 11 Aug 2026.