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Oakworth Capital’s Mitsubishi UFJ Financial MUFG Stock Holding History

Oakworth 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 		$21.2K Hold
1,066
– – ﹤0.01% 595
2026
Q1 		$18.1K Hold
1,066
– – ﹤0.01% 593
2025
Q4 		$16.9K Hold
1,066
– – ﹤0.01% 590
2025
Q3 		$17K Hold
1,066
– – ﹤0.01% 577
2025
Q2 		$14.6K Sell
1,066
-187
-15% -$2.42K ﹤0.01% 472
2025
Q1 		$17.1K Hold
1,253
– – ﹤0.01% 475
2024
Q4 		$14.7K Hold
1,253
– – ﹤0.01% 488
2024
Q3 		$12.8K Buy
+1,253
New +$13.2K ﹤0.01% 489

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

Oakworth Capital's MUFG Position: Q2 2026 in Review

Oakworth Capital held its Mitsubishi UFJ Financial (MUFG) position steady in Q2 2026 at 1,066 shares worth $21.2K. The position accounts for ﹤0.01% of the portfolio, ranked #595.

Oakworth Capital first reported a position in MUFG in Q3 2024 and has held it in 8 quarters since. 576 funds tracked by Wall St. Rank hold MUFG as of Q2 2026.

  • Oakworth Capital held 1,066 shares of Mitsubishi UFJ Financial worth $21.2K as of Q2 2026.
  • Oakworth Capital left its Mitsubishi UFJ Financial share count unchanged in Q2 2026.
  • Mitsubishi UFJ Financial made up ﹤0.01% of Oakworth Capital's portfolio in Q2 2026, its #595 holding.
  • Oakworth Capital first reported a position in Mitsubishi UFJ Financial in Q3 2024 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 Oakworth Capital's 13F filing for Q2 2026, filed 22 Jul 2026.