Yousif Capital Management’s Mitsubishi UFJ Financial MUFG Stock Holding History

Yousif Capital 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	$405K	Sell	20,352 -80,318	-80%	-$1.51M	﹤0.01%	1414
2026 Q1	$1.71M	Hold	100,670	–	–	0.02%	751
2025 Q4	$1.84M	Sell	100,670 -950	-0.9%	-$14.7K	0.02%	750
2025 Q3	$1.62M	Sell	101,620 -37,355	-27%	-$553K	0.02%	834
2025 Q2	$1.91M	Buy	138,975 +2,608	+2%	+$33.7K	0.02%	761
2025 Q1	$1.86M	Sell	136,367 -51,665	-27%	-$665K	0.02%	760
2024 Q4	$2.2M	Hold	188,032	–	–	0.02%	700
2024 Q3	$1.91M	Sell	188,032 -17,548	-9%	-$185K	0.02%	791
2024 Q2	$2.22M	Sell	205,580 -7,680	-4%	-$77.9K	0.03%	711
2024 Q1	$2.18M	Sell	213,260 -10,500	-5%	-$102K	0.02%	768
2023 Q4	$1.93M	Buy	223,760 +14,470	+7%	+$122K	0.02%	843
2023 Q3	$1.78M	Sell	209,290 -3,385	-2%	-$27K	0.02%	816
2023 Q2	$1.57M	Sell	212,675 -929	-0.4%	-$6.19K	0.02%	907
2023 Q1	$1.36M	Sell	213,604 -8,400	-4%	-$58.8K	0.02%	984
2022 Q4	$1.48M	Hold	222,004	–	–	0.02%	949
2022 Q3	$999K	Buy	222,004 +13,500	+6%	+$70.3K	0.01%	1190
2022 Q2	$1.11M	Sell	208,504 -1,890	-0.9%	-$10.9K	0.01%	1174
2022 Q1	$1.3M	Hold	210,394	–	–	0.01%	1235
2021 Q4	$1.15M	Buy	+210,394	New	+$1.18M	0.01%	1311

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

Yousif Capital Management's MUFG Position: Q2 2026 in Review

Yousif Capital Management reduced its Mitsubishi UFJ Financial (MUFG) stake by 80% in Q2 2026, selling an estimated $1.51M and leaving 20,352 shares worth $405K. The position accounts for ﹤0.01% of the portfolio, ranked #1414.

Yousif Capital Management first reported a position in MUFG in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.22M in Q2 2024. 576 funds tracked by Wall St. Rank hold MUFG as of Q2 2026.

Yousif Capital Management held 20,352 shares of Mitsubishi UFJ Financial worth $405K as of Q2 2026.
Yousif Capital Management sold 80,318 Mitsubishi UFJ Financial shares in Q2 2026, an estimated $1.51M.
Mitsubishi UFJ Financial made up ﹤0.01% of Yousif Capital Management's portfolio in Q2 2026, its #1414 holding.
Yousif Capital Management first reported a position in Mitsubishi UFJ Financial in Q4 2021 and has held it in 19 quarters since.
Yousif Capital Management's Mitsubishi UFJ Financial position peaked at $2.22M in Q2 2024.
576 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q2 2026.

Based on Yousif Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.