MAI Capital Management’s Mitsubishi UFJ Financial MUFG Stock Holding History

MAI Capital 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	$669K	Buy	33,403 +14,801	+80%	+$279K	﹤0.01%	1159
2026 Q1	$316K	Buy	18,602 +11,978	+181%	+$213K	﹤0.01%	1250
2025 Q4	$105K	Buy	6,624 +4,020	+154%	+$62.2K	﹤0.01%	1617
2025 Q3	$41.5K	Sell	2,604 -15,452	-86%	-$229K	﹤0.01%	2032
2025 Q2	$248K	Buy	18,056 +16,995	+1,602%	+$220K	﹤0.01%	1091
2025 Q1	$14.5K	Hold	1,061	–	–	﹤0.01%	2329
2024 Q4	$12.4K	Buy	+1,061	New	+$11.9K	﹤0.01%	2421

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

MAI Capital Management's MUFG Position: Q2 2026 in Review

MAI Capital Management increased its Mitsubishi UFJ Financial (MUFG) stake by 80% in Q2 2026, buying an estimated $279K and bringing the position to 33,403 shares worth $669K. The position accounts for ﹤0.01% of the portfolio, ranked #1159.

MAI Capital Management first reported a position in MUFG in Q4 2024 and has held it in 7 quarters since. 576 funds tracked by Wall St. Rank hold MUFG as of Q2 2026.

MAI Capital Management held 33,403 shares of Mitsubishi UFJ Financial worth $669K as of Q2 2026.
MAI Capital Management bought 14,801 Mitsubishi UFJ Financial shares in Q2 2026, an estimated $279K.
Mitsubishi UFJ Financial made up ﹤0.01% of MAI Capital Management's portfolio in Q2 2026, its #1159 holding.
MAI Capital Management first reported a position in Mitsubishi UFJ Financial in Q4 2024 and has held it in 7 quarters since.
576 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.