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 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

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Augustine Asset Management Jacksonville, Florida $494M AUM 76.22% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Henry James International Management New York $334M AUM 49.44% 1-Year Est. Return

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Myriad Asset Management Advisors West Palm Beach, Florida $424M AUM

Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 1-Year Est. Return

Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return

BTC Capital Management Des Moines, Iowa $1.65B AUM 27.85% 1-Year Est. Return

JCIC Asset Management's MUFG Position: Q2 2026 in Review

JCIC Asset Management held its Mitsubishi UFJ Financial (MUFG) position steady in Q2 2026 at 186,469 shares worth $3.16M. The position accounts for 0.97% of the portfolio, ranked #36.

JCIC Asset Management first reported a position in MUFG in Q4 2025 and has held it in 3 quarters since. 103 funds tracked by Wall St. Rank hold MUFG as of Q2 2026.

JCIC Asset Management held 186,469 shares of Mitsubishi UFJ Financial worth $3.16M as of Q2 2026.
JCIC Asset Management left its Mitsubishi UFJ Financial share count unchanged in Q2 2026.
Mitsubishi UFJ Financial made up 0.97% of JCIC Asset Management's portfolio in Q2 2026, its #36 holding.
JCIC Asset Management first reported a position in Mitsubishi UFJ Financial in Q4 2025 and has held it in 3 quarters since.
103 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q2 2026.

Based on JCIC Asset Management's 13F filing for Q2 2026, filed 17 Jul 2026.