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John Overdeck’s Mitsubishi UFJ Financial MUFG Stock Holding History

John Overdeck’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 		$430K Sell
21,600
-3,600
-14% -$67.8K ﹤0.01% 4268
2026
Q1 		$428K Buy
+25,200
New +$449K ﹤0.01% 3833
2021
Q1 		– Sell
-14,209
Closed -$63K – 4108
2020
Q4 		$63K Buy
+14,209
New +$60.4K ﹤0.01% 3243
2019
Q2 		– Sell
-348,694
Closed -$1.73M – 3546
2019
Q1 		$1.73M Buy
348,694
+153,151
+78% +$796K 0.01% 1513
2018
Q4 		$952K Buy
195,543
+176,079
+905% +$997K ﹤0.01% 1685
2018
Q3 		$120K Buy
+19,464
New +$117K ﹤0.01% 3063
2018
Q1 		– Sell
-53,530
Closed -$389K – 3380
2017
Q4 		$389K Buy
+53,530
New +$365K ﹤0.01% 2591
2017
Q3 		– Sell
-16,492
Closed -$111K – 3037
2017
Q2 		$111K Sell
16,492
-231,117
-93% -$1.47M ﹤0.01% 2861
2017
Q1 		$1.57M Sell
247,609
-302,941
-55% -$1.98M 0.01% 1601
2016
Q4 		$3.39M Buy
550,550
+220,268
+67% +$1.25M 0.01% 1095
2016
Q3 		$1.67M Buy
330,282
+20,085
+6% +$101K 0.01% 1594
2016
Q2 		$1.37M Sell
310,197
-21,656
-7% -$102K 0.01% 1515
2016
Q1 		$1.52M Buy
331,853
+188,108
+131% +$918K 0.01% 1348
2015
Q4 		$894K Buy
143,745
+59,337
+70% +$383K ﹤0.01% 1579
2015
Q3 		$514K Sell
84,408
-342,164
-80% -$2.32M ﹤0.01% 1528
2015
Q2 		$3.08M Buy
426,572
+181,443
+74% +$1.29M 0.01% 963
2015
Q1 		$1.52M Buy
245,129
+78,016
+47% +$463K 0.01% 1325
2014
Q4 		$924K Buy
+167,113
New +$931K 0.01% 1410
2014
Q3 		– Sell
-11,961
Closed -$74K – 1944
2014
Q2 		$74K Sell
11,961
-38,701
-76% -$219K ﹤0.01% 2070
2014
Q1 		$280K Sell
50,662
-693,611
-93% -$4.14M ﹤0.01% 1704
2013
Q4 		$4.97M Buy
744,273
+723,325
+3,453% +$4.64M 0.03% 620
2013
Q3 		$134K Sell
20,948
-15,052
-42% -$95.7K ﹤0.01% 1719
2013
Q2 		$224K Buy
+36,000
New +$231K ﹤0.01% 1741

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

John Overdeck's MUFG Position: Q2 2026 in Review

John Overdeck reduced its Mitsubishi UFJ Financial (MUFG) stake by 14% in Q2 2026, selling an estimated $67.8K and leaving 21,600 shares worth $430K. The position accounts for ﹤0.01% of the portfolio, ranked #4268.

John Overdeck first reported a position in MUFG in Q2 2013 and has held it in 23 quarters since. The position peaked at $4.97M in Q4 2013. 572 funds tracked by Wall St. Rank hold MUFG as of Q2 2026.

  • John Overdeck held 21,600 shares of Mitsubishi UFJ Financial worth $430K as of Q2 2026.
  • John Overdeck sold 3,600 Mitsubishi UFJ Financial shares in Q2 2026, an estimated $67.8K.
  • Mitsubishi UFJ Financial made up ﹤0.01% of John Overdeck's portfolio in Q2 2026, its #4268 holding.
  • John Overdeck first reported a position in Mitsubishi UFJ Financial in Q2 2013 and has held it in 23 quarters since.
  • John Overdeck's Mitsubishi UFJ Financial position peaked at $4.97M in Q4 2013.
  • 572 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.