J. Safra Asset Management’s Mitsubishi UFJ Financial MUFG Stock Holding History

J. Safra Asset Management’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	$479K	Buy	24,104 +1,678	+7%	+$31.6K	0.02%	178
2026 Q1	$381K	Buy	+22,426	New	+$399K	0.02%	179
2016 Q4	–	Sell	-16,897	Closed	-$85K	–	97
2016 Q3	$85K	Hold	16,897	–	–	0.15%	37
2016 Q2	$75K	Buy	+16,897	New	+$79.9K	0.12%	76

Other funds holding MUFG

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Chevy Chase Trust Bethesda, Maryland $38.8B AUM 41.35% 1-Year Est. Return

J. Safra Asset Management's MUFG Position: Q2 2026 in Review

J. Safra Asset Management increased its Mitsubishi UFJ Financial (MUFG) stake by 7.5% in Q2 2026, buying an estimated $31.6K and bringing the position to 24,104 shares worth $479K. The position accounts for 0.02% of the portfolio, ranked #178.

J. Safra Asset Management first reported a position in MUFG in Q2 2016 and has held it in 4 quarters since. 576 funds tracked by Wall St. Rank hold MUFG as of Q2 2026.

J. Safra Asset Management held 24,104 shares of Mitsubishi UFJ Financial worth $479K as of Q2 2026.
J. Safra Asset Management bought 1,678 Mitsubishi UFJ Financial shares in Q2 2026, an estimated $31.6K.
Mitsubishi UFJ Financial made up 0.02% of J. Safra Asset Management's portfolio in Q2 2026, its #178 holding.
J. Safra Asset Management first reported a position in Mitsubishi UFJ Financial in Q2 2016 and has held it in 4 quarters since.
576 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q2 2026.

Based on J. Safra Asset Management's 13F filing for Q2 2026, filed 6 Aug 2026.