JCIC Asset Management
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JCIC Asset Management’s Mitsubishi UFJ Financial MUFG Stock Holding History

JCIC 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
Q3 		$4.33M Buy
187,819
+1,350
+0.7% +$30.4K 1.77% 19
2026
Q2 		$3.16M Hold
186,469
– – 0.97% 36
2026
Q1 		$3.16M Buy
186,469
+7,829
+4% +$139K 0.97% 36
2025
Q4 		$2.83M Buy
+178,640
New +$2.76M 0.87% 39

Other funds holding MUFG

Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Todd Asset Management
Todd Asset Management Louisville, Kentucky $5.51B AUM 33.77% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Crossmark Global Holdings
Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Savant Capital
Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

JCIC Asset Management's MUFG Position: Q3 2026 in Review

JCIC Asset Management increased its Mitsubishi UFJ Financial (MUFG) stake by 0.72% in Q3 2026, buying an estimated $30.4K and bringing the position to 187,819 shares worth $4.33M. The position accounts for 1.77% of the portfolio, ranked #19.

JCIC Asset Management first reported a position in MUFG in Q4 2025 and has held it in 4 quarters since. 311 funds tracked by Wall St. Rank hold MUFG as of Q3 2026.

  • JCIC Asset Management held 187,819 shares of Mitsubishi UFJ Financial worth $4.33M as of Q3 2026.
  • JCIC Asset Management bought 1,350 Mitsubishi UFJ Financial shares in Q3 2026, an estimated $30.4K.
  • Mitsubishi UFJ Financial made up 1.77% of JCIC Asset Management's portfolio in Q3 2026, its #19 holding.
  • JCIC Asset Management first reported a position in Mitsubishi UFJ Financial in Q4 2025 and has held it in 4 quarters since.
  • 311 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q3 2026.

Based on JCIC Asset Management's 13F filing for Q3 2026, filed 30 Oct 2026.