MOTCO’s Mitsubishi UFJ Financial MUFG Stock Holding History

MOTCO’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	$6.41K	Buy	+322	New	+$6.07K	﹤0.01%	463
2025 Q3	–	Sell	-210	Closed	-$2.92K	–	673
2025 Q2	$2.92K	Buy	+210	New	+$2.71K	﹤0.01%	509
2024 Q4	–	Sell	-192	Closed	-$1.96K	–	551
2024 Q3	$1.96K	Hold	192	–	–	﹤0.01%	557
2024 Q2	$2.07K	Hold	192	–	–	﹤0.01%	661
2024 Q1	$1.96K	Hold	192	–	–	﹤0.01%	619
2023 Q4	$1.65K	Hold	192	–	–	﹤0.01%	615
2023 Q3	$1.63K	Hold	192	–	–	﹤0.01%	666
2023 Q2	$1.42K	Buy	+192	New	+$1.28K	﹤0.01%	715

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

MOTCO's MUFG Position: Q2 2026 in Review

MOTCO opened a new position in Mitsubishi UFJ Financial (MUFG) in Q2 2026: 322 shares worth $6.41K. The stake represents ﹤0.01% of the portfolio and ranks #463 among its holdings. This is a return to the name: MOTCO previously reported a position in MUFG as recently as Q2 2025.

MOTCO first reported a position in MUFG in Q2 2023 and has held it in 8 quarters since. 576 funds tracked by Wall St. Rank hold MUFG as of Q2 2026.

MOTCO held 322 shares of Mitsubishi UFJ Financial worth $6.41K as of Q2 2026.
Mitsubishi UFJ Financial was a new MOTCO position in Q2 2026.
Mitsubishi UFJ Financial made up ﹤0.01% of MOTCO's portfolio in Q2 2026, its #463 holding.
MOTCO first reported a position in Mitsubishi UFJ Financial in Q2 2023 and has held it in 8 quarters since.
576 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q2 2026.

Based on MOTCO's 13F filing for Q2 2026, filed 31 Jul 2026.