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

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

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. 576 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.
576 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.