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Swan Capital’s Mitsubishi UFJ Financial MUFG Stock Holding History

Swan 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 		$4.28K Buy
+215
New +$4.05K ﹤0.01% 287
2025
Q3 		– Sell
-124
Closed -$1.7K – 530
2025
Q2 		$1.7K Buy
+124
New +$1.6K ﹤0.01% 337

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

Swan Capital's MUFG Position: Q2 2026 in Review

Swan Capital opened a new position in Mitsubishi UFJ Financial (MUFG) in Q2 2026: 215 shares worth $4.28K. The stake represents ﹤0.01% of the portfolio and ranks #287 among its holdings. This is a return to the name: Swan Capital previously reported a position in MUFG as recently as Q2 2025.

Swan Capital first reported a position in MUFG in Q2 2025 and has held it in 2 quarters since. 576 funds tracked by Wall St. Rank hold MUFG as of Q2 2026.

  • Swan Capital held 215 shares of Mitsubishi UFJ Financial worth $4.28K as of Q2 2026.
  • Mitsubishi UFJ Financial was a new Swan Capital position in Q2 2026.
  • Mitsubishi UFJ Financial made up ﹤0.01% of Swan Capital's portfolio in Q2 2026, its #287 holding.
  • Swan Capital first reported a position in Mitsubishi UFJ Financial in Q2 2025 and has held it in 2 quarters since.
  • 576 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q2 2026.

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