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Savvy Advisors Inc’s Mitsubishi UFJ Financial MUFG Stock Holding History

Savvy Advisors Inc’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 		$441K Buy
22,175
+5,131
+30% +$96.7K 0.01% 828
2026
Q1 		$289K Buy
17,044
+5,851
+52% +$104K 0.01% 888
2025
Q4 		$178K Buy
+11,193
New +$173K 0.01% 964

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

Savvy Advisors Inc's MUFG Position: Q2 2026 in Review

Savvy Advisors Inc increased its Mitsubishi UFJ Financial (MUFG) stake by 30% in Q2 2026, buying an estimated $96.7K and bringing the position to 22,175 shares worth $441K. The position accounts for 0.01% of the portfolio, ranked #828.

Savvy Advisors Inc first reported a position in MUFG in Q4 2025 and has held it in 3 quarters since. 576 funds tracked by Wall St. Rank hold MUFG as of Q2 2026.

  • Savvy Advisors Inc held 22,175 shares of Mitsubishi UFJ Financial worth $441K as of Q2 2026.
  • Savvy Advisors Inc bought 5,131 Mitsubishi UFJ Financial shares in Q2 2026, an estimated $96.7K.
  • Mitsubishi UFJ Financial made up 0.01% of Savvy Advisors Inc's portfolio in Q2 2026, its #828 holding.
  • Savvy Advisors Inc first reported a position in Mitsubishi UFJ Financial in Q4 2025 and has held it in 3 quarters since.
  • 576 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q2 2026.

Based on Savvy Advisors Inc's 13F filing for Q2 2026, filed 3 Aug 2026.