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West Family Investments’s Mitsubishi UFJ Financial MUFG Stock Holding History

West Family Investments’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 		$856K Buy
43,037
+6,506
+18% +$123K 0.25% 73
2026
Q1 		$620K Sell
36,531
-33,143
-48% -$590K 0.22% 87
2025
Q4 		$1.11M Buy
69,674
+3,932
+6% +$60.8K 0.26% 74
2025
Q3 		$1.05M Hold
65,742
– – 0.23% 87
2025
Q2 		$902K Buy
65,742
+47,093
+253% +$609K 0.24% 87
2025
Q1 		$254K Sell
18,649
-33,090
-64% -$426K 0.1% 195
2024
Q4 		$606K Hold
51,739
– – 0.21% 93
2024
Q3 		$527K Buy
51,739
+3,613
+8% +$38.1K 0.18% 116
2024
Q2 		$520K Sell
48,126
-27
-0.1% -$274 0.16% 105
2024
Q1 		$493K Buy
48,153
+401
+0.8% +$3.88K 0.15% 112
2023
Q4 		$411K Hold
47,752
– – 0.14% 117
2023
Q3 		$405K Buy
47,752
+1,045
+2% +$8.34K 0.14% 114
2023
Q2 		$344K Sell
46,707
-242
-0.5% -$1.61K 0.13% 138
2023
Q1 		$300K Hold
46,949
– – 0.12% 130
2022
Q4 		$313K Buy
46,949
+35,412
+307% +$183K 0.11% 155
2022
Q3 		$52K Sell
11,537
-57,864
-83% -$301K 0.02% 219
2022
Q2 		$371K Buy
69,401
+11,560
+20% +$66.6K 0.15% 123
2022
Q1 		$358K Buy
57,841
+10,535
+22% +$65.5K 0.1% 159
2021
Q4 		$258K Sell
47,306
-116,042
-71% -$653K 0.07% 238
2021
Q3 		$969K Buy
163,348
+50,392
+45% +$280K 0.25% 70
2021
Q2 		$612K Buy
+112,956
New +$628K 0.17% 103

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

West Family Investments's MUFG Position: Q2 2026 in Review

West Family Investments increased its Mitsubishi UFJ Financial (MUFG) stake by 18% in Q2 2026, buying an estimated $123K and bringing the position to 43,037 shares worth $856K. The position accounts for 0.25% of the portfolio, ranked #73.

West Family Investments first reported a position in MUFG in Q2 2021 and has held it in 21 quarters since. The position peaked at $1.11M in Q4 2025. 572 funds tracked by Wall St. Rank hold MUFG as of Q2 2026.

  • West Family Investments held 43,037 shares of Mitsubishi UFJ Financial worth $856K as of Q2 2026.
  • West Family Investments bought 6,506 Mitsubishi UFJ Financial shares in Q2 2026, an estimated $123K.
  • Mitsubishi UFJ Financial made up 0.25% of West Family Investments's portfolio in Q2 2026, its #73 holding.
  • West Family Investments first reported a position in Mitsubishi UFJ Financial in Q2 2021 and has held it in 21 quarters since.
  • West Family Investments's Mitsubishi UFJ Financial position peaked at $1.11M in Q4 2025.
  • 572 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q2 2026.

Based on West Family Investments's 13F filing for Q2 2026, filed 10 Aug 2026.