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NewSquare Capital’s Mitsubishi UFJ Financial MUFG Stock Holding History

NewSquare Capital’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 		$203K Buy
+10,230
New +$193K 0.02% 228
2025
Q3 		– Sell
-3,723
Closed -$51.1K – 842
2025
Q2 		$51.1K Buy
3,723
+2,305
+163% +$29.8K ﹤0.01% 288
2025
Q1 		$19.3K Buy
1,418
+1,062
+298% +$13.7K ﹤0.01% 363
2024
Q4 		$4.17K Buy
+356
New +$4K ﹤0.01% 388

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

NewSquare Capital's MUFG Position: Q2 2026 in Review

NewSquare Capital opened a new position in Mitsubishi UFJ Financial (MUFG) in Q2 2026: 10,230 shares worth $203K. The stake represents 0.02% of the portfolio and ranks #228 among its holdings. This is a return to the name: NewSquare Capital previously reported a position in MUFG as recently as Q2 2025.

NewSquare Capital first reported a position in MUFG in Q4 2024 and has held it in 4 quarters since. 576 funds tracked by Wall St. Rank hold MUFG as of Q2 2026.

  • NewSquare Capital held 10,230 shares of Mitsubishi UFJ Financial worth $203K as of Q2 2026.
  • Mitsubishi UFJ Financial was a new NewSquare Capital position in Q2 2026.
  • Mitsubishi UFJ Financial made up 0.02% of NewSquare Capital's portfolio in Q2 2026, its #228 holding.
  • NewSquare Capital first reported a position in Mitsubishi UFJ Financial in Q4 2024 and has held it in 4 quarters since.
  • 576 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q2 2026.

Based on NewSquare Capital's 13F filing for Q2 2026, filed 28 Jul 2026.