Sanibel Captiva Trust Company’s Mitsubishi UFJ Financial MUFG Stock Holding History

Sanibel Captiva Trust Company’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	$617K	Buy	31,016 +1,836	+6%	+$34.6K	0.02%	302
2026 Q1	$495K	Buy	29,180 +10,000	+52%	+$178K	0.01%	315
2025 Q4	$304K	Buy	19,180 +7,499	+64%	+$116K	0.01%	357
2025 Q3	$186K	Hold	11,681	–	–	0.01%	401
2025 Q2	$160K	Hold	11,681	–	–	﹤0.01%	388
2025 Q1	$159K	Hold	11,681	–	–	0.01%	383
2024 Q4	$137K	Hold	11,681	–	–	﹤0.01%	380
2024 Q3	$119K	Hold	11,681	–	–	﹤0.01%	370
2024 Q2	$126K	Hold	11,681	–	–	﹤0.01%	357
2024 Q1	$119K	Hold	11,681	–	–	﹤0.01%	354
2023 Q4	$101K	Buy	+11,681	New	+$98.5K	﹤0.01%	340

Other funds holding MUFG

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Chevy Chase Trust Bethesda, Maryland $38.8B AUM 41.35% 1-Year Est. Return

Sanibel Captiva Trust Company's MUFG Position: Q2 2026 in Review

Sanibel Captiva Trust Company increased its Mitsubishi UFJ Financial (MUFG) stake by 6.3% in Q2 2026, buying an estimated $34.6K and bringing the position to 31,016 shares worth $617K. The position accounts for 0.02% of the portfolio, ranked #302.

Sanibel Captiva Trust Company first reported a position in MUFG in Q4 2023 and has held it in 11 quarters since. 572 funds tracked by Wall St. Rank hold MUFG as of Q2 2026.

Sanibel Captiva Trust Company held 31,016 shares of Mitsubishi UFJ Financial worth $617K as of Q2 2026.
Sanibel Captiva Trust Company bought 1,836 Mitsubishi UFJ Financial shares in Q2 2026, an estimated $34.6K.
Mitsubishi UFJ Financial made up 0.02% of Sanibel Captiva Trust Company's portfolio in Q2 2026, its #302 holding.
Sanibel Captiva Trust Company first reported a position in Mitsubishi UFJ Financial in Q4 2023 and has held it in 11 quarters since.
572 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q2 2026.

Based on Sanibel Captiva Trust Company's 13F filing for Q2 2026, filed 27 Jul 2026.