Osaic Holdings
MUFG icon

Osaic Holdings’s Mitsubishi UFJ Financial MUFG Stock Holding History

Osaic Holdings’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 		$2.34M Buy
117,614
+8,845
+8% +$167K ﹤0.01% 2170
2026
Q1 		$1.85M Buy
108,769
+10,914
+11% +$194K ﹤0.01% 2144
2025
Q4 		$1.55M Sell
97,855
-10,083
-9% -$156K ﹤0.01% 2302
2025
Q3 		$1.72M Buy
107,938
+81,739
+312% +$1.21M ﹤0.01% 2307
2025
Q2 		$359K Buy
26,199
+13,817
+112% +$179K ﹤0.01% 3439
2025
Q1 		$169K Sell
12,382
-19,348
-61% -$249K ﹤0.01% 3767
2024
Q4 		$372K Buy
31,730
+6,790
+27% +$76.3K ﹤0.01% 3058
2024
Q3 		$254K Sell
24,940
-4,513
-15% -$47.6K ﹤0.01% 3465
2024
Q2 		$318K Buy
29,453
+16,503
+127% +$167K ﹤0.01% 3153
2024
Q1 		$132K Sell
12,950
-148,767
-92% -$1.44M ﹤0.01% 4033
2023
Q4 		$1.39M Sell
161,717
-114,720
-41% -$968K ﹤0.01% 2181
2023
Q3 		$2.35M Buy
276,437
+158,613
+135% +$1.27M ﹤0.01% 1849
2023
Q2 		$868K Sell
117,824
-91,061
-44% -$606K ﹤0.01% 2653
2023
Q1 		$1.33M Buy
208,885
+100,718
+93% +$705K ﹤0.01% 2188
2022
Q4 		$722K Sell
108,167
-9,991
-8% -$51.7K ﹤0.01% 2692
2022
Q3 		$532K Sell
118,158
-3,220
-3% -$16.8K ﹤0.01% 2842
2022
Q2 		$648K Buy
121,378
+25,967
+27% +$150K ﹤0.01% 2680
2022
Q1 		$572K Buy
95,411
+9,634
+11% +$59.9K ﹤0.01% 3105
2021
Q4 		$468K Buy
85,777
+2,297
+3% +$12.9K ﹤0.01% 3126
2021
Q3 		$494K Buy
83,480
+2,218
+3% +$12.3K ﹤0.01% 3048
2021
Q2 		$440K Sell
81,262
-916
-1% -$5.09K ﹤0.01% 3156
2021
Q1 		$441K Buy
82,178
+5,224
+7% +$27K ﹤0.01% 3002
2020
Q4 		$340K Buy
76,954
+3,217
+4% +$13.7K ﹤0.01% 3000
2020
Q3 		$295K Buy
73,737
+410
+0.6% +$1.66K ﹤0.01% 2891
2020
Q2 		$292K Sell
73,327
-9,903
-12% -$39.2K ﹤0.01% 2799
2020
Q1 		$307K Buy
+83,230
New +$397K ﹤0.01% 2501

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

Osaic Holdings's MUFG Position: Q2 2026 in Review

Osaic Holdings increased its Mitsubishi UFJ Financial (MUFG) stake by 8.1% in Q2 2026, buying an estimated $167K and bringing the position to 117,614 shares worth $2.34M. The position accounts for ﹤0.01% of the portfolio, ranked #2170.

Osaic Holdings first reported a position in MUFG in Q1 2020 and has held it in 26 quarters since. The position peaked at $2.35M in Q3 2023. 572 funds tracked by Wall St. Rank hold MUFG as of Q2 2026.

  • Osaic Holdings held 117,614 shares of Mitsubishi UFJ Financial worth $2.34M as of Q2 2026.
  • Osaic Holdings bought 8,845 Mitsubishi UFJ Financial shares in Q2 2026, an estimated $167K.
  • Mitsubishi UFJ Financial made up ﹤0.01% of Osaic Holdings's portfolio in Q2 2026, its #2170 holding.
  • Osaic Holdings first reported a position in Mitsubishi UFJ Financial in Q1 2020 and has held it in 26 quarters since.
  • Osaic Holdings's Mitsubishi UFJ Financial position peaked at $2.35M in Q3 2023.
  • 572 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q2 2026.

Based on Osaic Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.