Y-Intercept (HK)’s Mitsubishi UFJ Financial MUFG Stock Holding History

Y-Intercept (HK)’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	$1.61M	Buy	80,948 +22,580	+39%	+$425K	0.03%	823
2026 Q1	$991K	Sell	58,368 -180,696	-76%	-$3.22M	0.02%	1034
2025 Q4	$3.79M	Sell	239,064 -99,895	-29%	-$1.54M	0.08%	323
2025 Q3	$5.4M	Buy	338,959 +159,386	+89%	+$2.36M	0.13%	185
2025 Q2	$2.46M	Buy	179,573 +168,807	+1,568%	+$2.18M	0.06%	507
2025 Q1	$147K	Buy	+10,766	New	+$139K	0.01%	1085
2024 Q2	–	Sell	-89,054	Closed	-$911K	–	1732
2024 Q1	$911K	Sell	89,054 -55,935	-39%	-$541K	0.07%	426
2023 Q4	$1.25M	Buy	144,989 +99,397	+218%	+$838K	0.12%	245
2023 Q3	$387K	Sell	45,592 -90,868	-67%	-$725K	0.04%	663
2023 Q2	$1.01M	Buy	136,460 +3,880	+3%	+$25.8K	0.11%	299
2023 Q1	$847K	Buy	132,580 +86,623	+188%	+$606K	0.1%	300
2022 Q4	$307K	Buy	+45,957	New	+$238K	0.05%	648
2022 Q1	–	Sell	-33,687	Closed	-$184K	–	869
2021 Q4	$184K	Sell	33,687 -17,460	-34%	-$98.3K	0.04%	521
2021 Q3	$303K	Buy	51,147 +22,756	+80%	+$126K	0.06%	460
2021 Q2	$154K	Buy	28,391 +12,305	+76%	+$68.4K	0.04%	549
2021 Q1	$89K	Buy	+16,086	New	+$83K	0.02%	584

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

Y-Intercept (HK)'s MUFG Position: Q2 2026 in Review

Y-Intercept (HK) increased its Mitsubishi UFJ Financial (MUFG) stake by 39% in Q2 2026, buying an estimated $425K and bringing the position to 80,948 shares worth $1.61M. The position accounts for 0.03% of the portfolio, ranked #823.

Y-Intercept (HK) first reported a position in MUFG in Q1 2021 and has held it in 16 quarters since. The position peaked at $5.4M in Q3 2025. 576 funds tracked by Wall St. Rank hold MUFG as of Q2 2026.

Y-Intercept (HK) held 80,948 shares of Mitsubishi UFJ Financial worth $1.61M as of Q2 2026.
Y-Intercept (HK) bought 22,580 Mitsubishi UFJ Financial shares in Q2 2026, an estimated $425K.
Mitsubishi UFJ Financial made up 0.03% of Y-Intercept (HK)'s portfolio in Q2 2026, its #823 holding.
Y-Intercept (HK) first reported a position in Mitsubishi UFJ Financial in Q1 2021 and has held it in 16 quarters since.
Y-Intercept (HK)'s Mitsubishi UFJ Financial position peaked at $5.4M in Q3 2025.
576 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q2 2026.

Based on Y-Intercept (HK)'s 13F filing for Q2 2026, filed 14 Jul 2026.