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Silver Oak Securities’s Mitsubishi UFJ Financial MUFG Stock Holding History

Silver Oak Securities’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 		– Sell
-66,203
Closed -$1.12M – 875
2026
Q1 		$1.12M Buy
66,203
+1,784
+3% +$31.8K 0.08% 235
2025
Q4 		$1.03M Buy
64,419
+13,055
+25% +$202K 0.07% 281
2025
Q3 		$819K Buy
51,364
+4,883
+11% +$72.3K 0.06% 307
2025
Q2 		$638K Buy
46,481
+7,329
+19% +$94.8K 0.05% 347
2025
Q1 		$547K Buy
39,152
+1,813
+5% +$23.4K 0.05% 353
2024
Q4 		$438K Sell
37,339
-10,344
-22% -$116K 0.04% 413
2024
Q3 		$483K Buy
+47,683
New +$503K 0.05% 339
2024
Q1 		– Sell
-44,548
Closed -$384K – 521
2023
Q4 		$384K Buy
+44,548
New +$376K 0.05% 331

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

Silver Oak Securities's MUFG Position: Q2 2026 in Review

Silver Oak Securities sold out of Mitsubishi UFJ Financial (MUFG) in Q2 2026, closing a stake of 66,203 shares — an estimated $1.12M sold.

Silver Oak Securities first reported a position in MUFG in Q4 2023 and held it in 8 quarters. The position peaked at $1.12M in Q1 2026. 572 funds tracked by Wall St. Rank hold MUFG as of Q2 2026.

  • Silver Oak Securities reported no remaining Mitsubishi UFJ Financial position as of Q2 2026 after selling out during the quarter.
  • Silver Oak Securities sold 66,203 Mitsubishi UFJ Financial shares in Q2 2026, an estimated $1.12M.
  • Silver Oak Securities first reported a position in Mitsubishi UFJ Financial in Q4 2023 and held it in 8 quarters.
  • Silver Oak Securities's Mitsubishi UFJ Financial position peaked at $1.12M in Q1 2026.
  • 572 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q2 2026.

Based on Silver Oak Securities's 13F filing for Q2 2026, filed 7 Aug 2026.