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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

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

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. 576 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.
  • 576 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.