Jones Financial Companies
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Jones Financial Companies’s Mitsubishi UFJ Financial MUFG Stock Holding History

Jones Financial Companies’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
Q1 		$23M Buy
1,408,666
+1,296,529
+1,156% +$23.1M 0.01% 549
2025
Q4 		$1.78M Buy
112,137
+33,186
+42% +$513K ﹤0.01% 1006
2025
Q3 		$1.27M Buy
78,951
+30,871
+64% +$457K ﹤0.01% 1038
2025
Q2 		$667K Buy
48,080
+23,516
+96% +$304K ﹤0.01% 1170
2025
Q1 		$343K Buy
24,564
+3,659
+18% +$47.1K ﹤0.01% 1286
2024
Q4 		$245K Buy
20,905
+8,265
+65% +$92.9K ﹤0.01% 1262
2024
Q3 		$128K Buy
12,640
+7,790
+161% +$82.2K ﹤0.01% 1313
2024
Q2 		$52.4K Buy
4,850
+2,603
+116% +$26.4K ﹤0.01% 1240
2024
Q1 		$23K Buy
2,247
+446
+25% +$4.32K ﹤0.01% 878
2023
Q4 		$15.5K Sell
1,801
-448
-20% -$3.78K ﹤0.01% 621
2023
Q3 		$19.1K Buy
+2,249
New +$17.9K ﹤0.01% 438
2023
Q1 		– Sell
-246
Closed -$2K – 705
2022
Q4 		$2K Buy
+246
New +$1.27K ﹤0.01% 608
2022
Q3 		– Sell
-559
Closed -$3K – 665
2022
Q2 		$3K Sell
559
-441
-44% -$2.54K ﹤0.01% 577
2022
Q1 		$6K Buy
+1,000
New +$6.21K ﹤0.01% 564
2021
Q2 		– Sell
-961
Closed -$5K – 740
2021
Q1 		$5K Sell
961
-1,789
-65% -$9.23K ﹤0.01% 624
2020
Q4 		$12K Buy
+2,750
New +$11.7K ﹤0.01% 417
2013
Q4 		– Sell
-932
Closed -$6K – 431
2013
Q3 		$6K Hold
932
– – ﹤0.01% 569
2013
Q2 		$6K Buy
+932
New +$5.97K ﹤0.01% 668

Other funds holding MUFG

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Jones Financial Companies's MUFG Position: Q1 2026 in Review

Jones Financial Companies increased its Mitsubishi UFJ Financial (MUFG) stake by 1,156% in Q1 2026, buying an estimated $23.1M and bringing the position to 1,408,666 shares worth $23M. The position accounts for 0.01% of the portfolio, ranked #549.

Jones Financial Companies first reported a position in MUFG in Q2 2013 and has held it in 18 quarters since. 537 funds tracked by Wall St. Rank hold MUFG as of Q1 2026.

  • Jones Financial Companies held 1,408,666 shares of Mitsubishi UFJ Financial worth $23M as of Q1 2026.
  • Jones Financial Companies bought 1,296,529 Mitsubishi UFJ Financial shares in Q1 2026, an estimated $23.1M.
  • Mitsubishi UFJ Financial made up 0.01% of Jones Financial Companies's portfolio in Q1 2026, its #549 holding.
  • Jones Financial Companies first reported a position in Mitsubishi UFJ Financial in Q2 2013 and has held it in 18 quarters since.
  • 537 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q1 2026.

Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.