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XY Capital’s Mitsubishi UFJ Financial MUFG Stock Holding History

XY 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 		– Sell
-411,425
Closed -$6.98M – 105
2026
Q1 		$6.98M Buy
411,425
+360,670
+711% +$6.42M 6.92% 2
2025
Q4 		$805K Sell
50,755
-59,109
-54% -$914K 0.51% 40
2025
Q3 		$1.75M Buy
+109,864
New +$1.63M 0.92% 29
2025
Q1 		– Sell
-20,883
Closed -$245K – 237
2024
Q4 		$245K Buy
+20,883
New +$235K 0.12% 133
2023
Q4 		– Sell
-1,119,488
Closed -$9.5M – 104
2023
Q3 		$9.5M Buy
1,119,488
+785,552
+235% +$6.27M 5.45% 2
2023
Q2 		$2.46M Sell
333,936
-531,473
-61% -$3.54M 1.77% 10
2023
Q1 		$5.53M Sell
865,409
-428,235
-33% -$3M 2.15% 13
2022
Q4 		$8.63M Buy
+1,293,644
New +$6.69M 5.65% 4

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

XY Capital's MUFG Position: Q2 2026 in Review

XY Capital sold out of Mitsubishi UFJ Financial (MUFG) in Q2 2026, closing a stake of 411,425 shares — an estimated $6.98M sold.

XY Capital first reported a position in MUFG in Q4 2022 and held it in 8 quarters. The position peaked at $9.5M in Q3 2023. 576 funds tracked by Wall St. Rank hold MUFG as of Q2 2026.

  • XY Capital reported no remaining Mitsubishi UFJ Financial position as of Q2 2026 after selling out during the quarter.
  • XY Capital sold 411,425 Mitsubishi UFJ Financial shares in Q2 2026, an estimated $6.98M.
  • XY Capital first reported a position in Mitsubishi UFJ Financial in Q4 2022 and held it in 8 quarters.
  • XY Capital's Mitsubishi UFJ Financial position peaked at $9.5M in Q3 2023.
  • 576 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q2 2026.

Based on XY Capital's 13F filing for Q2 2026, filed 11 Aug 2026.