Sivia Capital Partners’s Mitsubishi UFJ Financial MUFG Stock Holding History

Sivia Capital Partners’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	$2.23M	Buy	112,019 +48,091	+75%	+$906K	0.27%	74
2026 Q1	$1.08M	Buy	63,928 +11,132	+21%	+$198K	0.21%	126
2025 Q4	$837K	Buy	52,796 +18,340	+53%	+$284K	0.17%	149
2025 Q3	$549K	Sell	34,456 -734	-2%	-$10.9K	0.16%	139
2025 Q2	$483K	Buy	35,190 +14,347	+69%	+$186K	0.16%	134
2025 Q1	$284K	Buy	+20,843	New	+$268K	0.13%	171

Other funds holding MUFG

CGH

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

BCAM

Boston Common Asset Management Boston, Massachusetts $1.69B AUM 28.29% 1-Year Est. Return

AAM

Augustine Asset Management Jacksonville, Florida $494M AUM 76.22% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

HJIM

Henry James International Management New York $334M AUM 49.44% 1-Year Est. Return

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

MAMA

Myriad Asset Management Advisors West Palm Beach, Florida $424M AUM

Sivia Capital Partners's MUFG Position: Q2 2026 in Review

Sivia Capital Partners increased its Mitsubishi UFJ Financial (MUFG) stake by 75% in Q2 2026, buying an estimated $906K and bringing the position to 112,019 shares worth $2.23M. The position accounts for 0.27% of the portfolio, ranked #74.

Sivia Capital Partners first reported a position in MUFG in Q1 2025 and has held it in 6 quarters since. 141 funds tracked by Wall St. Rank hold MUFG as of Q2 2026.

Sivia Capital Partners held 112,019 shares of Mitsubishi UFJ Financial worth $2.23M as of Q2 2026.
Sivia Capital Partners bought 48,091 Mitsubishi UFJ Financial shares in Q2 2026, an estimated $906K.
Mitsubishi UFJ Financial made up 0.27% of Sivia Capital Partners's portfolio in Q2 2026, its #74 holding.
Sivia Capital Partners first reported a position in Mitsubishi UFJ Financial in Q1 2025 and has held it in 6 quarters since.
141 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q2 2026.

Based on Sivia Capital Partners's 13F filing for Q2 2026, filed 23 Jul 2026.