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One Wealth Capital Management’s Mitsubishi UFJ Financial MUFG Stock Holding History

One Wealth 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 		$664K Buy
33,376
+17,579
+111% +$331K 0.19% 80
2026
Q1 		$277K Sell
15,797
-3,685
-19% -$65.6K 0.12% 87
2025
Q4 		$309K Buy
19,482
+3,466
+22% +$53.6K 0.13% 94
2025
Q3 		$255K Buy
16,016
+1,279
+9% +$18.9K 0.11% 100
2025
Q2 		$202K Sell
14,737
-588
-4% -$7.6K 0.09% 110
2025
Q1 		$209K Buy
15,325
+457
+3% +$5.89K 0.11% 103
2024
Q4 		$174K Buy
+14,868
New +$167K 0.09% 109

Other funds holding MUFG

TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
BCAM
Boston Common Asset Management Boston, Massachusetts $1.69B AUM 28.29% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
GP
Guardian Partners Toronto, Canada $1.11B AUM 38.73% 1-Year Est. Return
EGA
Eagle Global Advisors Houston, Texas $3.02B AUM 34.37% 1-Year Est. Return
AAM
Augustine Asset Management Jacksonville, Florida $494M AUM 76.22% 1-Year Est. Return
PHS
Pekin Hardy Strauss Chicago, Illinois $1.14B AUM 37.36% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

One Wealth Capital Management's MUFG Position: Q2 2026 in Review

One Wealth Capital Management increased its Mitsubishi UFJ Financial (MUFG) stake by 111% in Q2 2026, buying an estimated $331K and bringing the position to 33,376 shares worth $664K. The position accounts for 0.19% of the portfolio, ranked #80.

One Wealth Capital Management first reported a position in MUFG in Q4 2024 and has held it in 7 quarters since. 226 funds tracked by Wall St. Rank hold MUFG as of Q2 2026.

  • One Wealth Capital Management held 33,376 shares of Mitsubishi UFJ Financial worth $664K as of Q2 2026.
  • One Wealth Capital Management bought 17,579 Mitsubishi UFJ Financial shares in Q2 2026, an estimated $331K.
  • Mitsubishi UFJ Financial made up 0.19% of One Wealth Capital Management's portfolio in Q2 2026, its #80 holding.
  • One Wealth Capital Management first reported a position in Mitsubishi UFJ Financial in Q4 2024 and has held it in 7 quarters since.
  • 226 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q2 2026.

Based on One Wealth Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.