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Savant Capital’s Mitsubishi UFJ Financial MUFG Stock Holding History

Savant Capital’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 		$5.59M Buy
262,577
+235,446
+868% +$4.44M 0.02% 390
2026
Q1 		$460K Buy
27,131
+10,605
+64% +$189K ﹤0.01% 949
2025
Q4 		$262K Buy
16,526
+3,152
+24% +$48.7K ﹤0.01% 1142
2025
Q3 		$213K Buy
13,374
+771
+6% +$11.4K ﹤0.01% 1219
2025
Q2 		$173K Buy
12,603
+1,525
+14% +$19.7K ﹤0.01% 1161
2025
Q1 		$151K Buy
+11,078
New +$143K ﹤0.01% 1023
2023
Q4 		– Sell
-13,444
Closed -$114K – 861
2023
Q3 		$114K Sell
13,444
-1,477
-10% -$11.8K ﹤0.01% 780
2023
Q2 		$110K Buy
+14,921
New +$99.4K ﹤0.01% 763

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

Savant Capital's MUFG Position: Q2 2026 in Review

Savant Capital increased its Mitsubishi UFJ Financial (MUFG) stake by 868% in Q2 2026, buying an estimated $4.44M and bringing the position to 262,577 shares worth $5.59M. The position accounts for 0.02% of the portfolio, ranked #390.

Savant Capital first reported a position in MUFG in Q2 2023 and has held it in 8 quarters since. 572 funds tracked by Wall St. Rank hold MUFG as of Q2 2026.

  • Savant Capital held 262,577 shares of Mitsubishi UFJ Financial worth $5.59M as of Q2 2026.
  • Savant Capital bought 235,446 Mitsubishi UFJ Financial shares in Q2 2026, an estimated $4.44M.
  • Mitsubishi UFJ Financial made up 0.02% of Savant Capital's portfolio in Q2 2026, its #390 holding.
  • Savant Capital first reported a position in Mitsubishi UFJ Financial in Q2 2023 and has held it in 8 quarters since.
  • 572 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q2 2026.

Based on Savant Capital's 13F filing for Q2 2026, filed 10 Aug 2026.