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Westside Investment Management’s Mitsubishi UFJ Financial MUFG Stock Holding History

Westside Investment Management’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 		$36.7K Hold
1,846
– – ﹤0.01% 703
2026
Q1 		$32.3K Hold
1,846
– – ﹤0.01% 711
2025
Q4 		$29.5K Hold
1,846
– – ﹤0.01% 730
2025
Q3 		$28.9K Buy
1,846
+923
+100% +$13.7K ﹤0.01% 727
2025
Q2 		$12.7K Buy
923
+415
+82% +$5.37K ﹤0.01% 853
2025
Q1 		$6.76K Hold
508
– – ﹤0.01% 740
2024
Q4 		$5.95K Hold
508
– – ﹤0.01% 752
2024
Q3 		$5.61K Hold
508
– – ﹤0.01% 762
2024
Q2 		$5.49K Buy
+508
New +$5.15K ﹤0.01% 745
2017
Q3 		– Sell
-1,876
Closed -$12.4K – 826
2017
Q2 		$12.4K Buy
1,876
+313
+20% +$1.99K 0.01% 486
2017
Q1 		$9.5K Buy
1,563
+758
+94% +$4.96K ﹤0.01% 511
2016
Q4 		$5.11K Buy
+805
New +$4.57K ﹤0.01% 510

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

Westside Investment Management's MUFG Position: Q2 2026 in Review

Westside Investment Management held its Mitsubishi UFJ Financial (MUFG) position steady in Q2 2026 at 1,846 shares worth $36.7K. The position accounts for ﹤0.01% of the portfolio, ranked #703.

Westside Investment Management first reported a position in MUFG in Q4 2016 and has held it in 12 quarters since. 572 funds tracked by Wall St. Rank hold MUFG as of Q2 2026.

  • Westside Investment Management held 1,846 shares of Mitsubishi UFJ Financial worth $36.7K as of Q2 2026.
  • Westside Investment Management left its Mitsubishi UFJ Financial share count unchanged in Q2 2026.
  • Mitsubishi UFJ Financial made up ﹤0.01% of Westside Investment Management's portfolio in Q2 2026, its #703 holding.
  • Westside Investment Management first reported a position in Mitsubishi UFJ Financial in Q4 2016 and has held it in 12 quarters since.
  • 572 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q2 2026.

Based on Westside Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.