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Optas LLC’s Mitsubishi UFJ Financial MUFG Stock Holding History

Optas LLC’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 		$795K Buy
39,959
+771
+2% +$14.5K 0.11% 105
2026
Q1 		$665K Buy
39,188
+271
+0.7% +$4.82K 0.1% 124
2025
Q4 		$617K Buy
38,917
+522
+1% +$8.07K 0.1% 141
2025
Q3 		$612K Buy
38,395
+274
+0.7% +$4.06K 0.1% 120
2025
Q2 		$523K Buy
38,121
+2,811
+8% +$36.3K 0.1% 124
2025
Q1 		$481K Buy
35,310
+2,715
+8% +$35K 0.08% 126
2024
Q4 		$382K Buy
32,595
+4,059
+14% +$45.6K 0.08% 144
2024
Q3 		$290K Buy
28,536
+238
+0.8% +$2.51K 0.07% 174
2024
Q2 		$306K Sell
28,298
-52
-0.2% -$527 0.08% 139
2024
Q1 		$290K Buy
28,350
+168
+0.6% +$1.63K 0.08% 145
2023
Q4 		$243K Buy
28,182
+316
+1% +$2.67K 0.07% 157
2023
Q3 		$237K Buy
27,866
+898
+3% +$7.16K 0.08% 152
2023
Q2 		$199K Buy
26,968
+579
+2% +$3.85K 0.07% 155
2023
Q1 		$169K Sell
26,389
-377
-1% -$2.64K 0.06% 155
2022
Q4 		$179K Sell
26,766
-1,470
-5% -$7.61K 0.07% 137
2022
Q3 		$126K Buy
28,236
+788
+3% +$4.1K 0.06% 129
2022
Q2 		$145K Buy
27,448
+1,200
+5% +$6.91K 0.06% 134
2022
Q1 		$162K Buy
26,248
+962
+4% +$5.98K 0.05% 144
2021
Q4 		$138K Hold
25,286
– – 0.04% 145
2021
Q3 		$150K Buy
25,286
+498
+2% +$2.77K 0.04% 143
2021
Q2 		$134K Sell
24,788
-891
-3% -$4.95K 0.04% 143
2021
Q1 		$138K Buy
25,679
+997
+4% +$5.14K 0.04% 135
2020
Q4 		$109K Sell
24,682
-24,339
-50% -$103K 0.04% 132
2020
Q3 		$197K Buy
49,021
+31,009
+172% +$125K 0.06% 155
2020
Q2 		$71K Buy
+18,012
New +$71.3K 0.03% 123

Other funds holding MUFG

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
AAM
Augustine Asset Management Jacksonville, Florida $494M AUM 76.22% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
HJIM
Henry James International Management New York $334M AUM 49.44% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
MAMA
Myriad Asset Management Advisors West Palm Beach, Florida $424M AUM

Optas LLC's MUFG Position: Q2 2026 in Review

Optas LLC increased its Mitsubishi UFJ Financial (MUFG) stake by 2% in Q2 2026, buying an estimated $14.5K and bringing the position to 39,959 shares worth $795K. The position accounts for 0.11% of the portfolio, ranked #105.

Optas LLC first reported a position in MUFG in Q2 2020 and has held it in 25 quarters since. 141 funds tracked by Wall St. Rank hold MUFG as of Q2 2026.

  • Optas LLC held 39,959 shares of Mitsubishi UFJ Financial worth $795K as of Q2 2026.
  • Optas LLC bought 771 Mitsubishi UFJ Financial shares in Q2 2026, an estimated $14.5K.
  • Mitsubishi UFJ Financial made up 0.11% of Optas LLC's portfolio in Q2 2026, its #105 holding.
  • Optas LLC first reported a position in Mitsubishi UFJ Financial in Q2 2020 and has held it in 25 quarters since.
  • 141 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q2 2026.

Based on Optas LLC's 13F filing for Q2 2026, filed 21 Jul 2026.