Alta Capital Management
MUFG icon

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

Alta 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
Q3 		$352K Sell
15,261
-4,049
-21% -$91.3K 0.03% 83
2026
Q2 		$384K Sell
19,310
-298
-2% -$5.61K 0.03% 78
2026
Q1 		$333K Buy
19,608
+7,541
+62% +$134K 0.03% 81
2025
Q4 		$191K Buy
12,067
+647
+6% +$10K 0.01% 93
2025
Q3 		$182K Buy
+11,420
New +$169K 0.01% 95

Other funds holding MUFG

Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Chevy Chase Trust
Chevy Chase Trust Bethesda, Maryland $40.4B AUM 35.78% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 20.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Todd Asset Management
Todd Asset Management Louisville, Kentucky $5.51B AUM 33.77% 1-Year Est. Return
Aviso Financial
Aviso Financial Toronto, Ontario, Canada $2.94B AUM 20.19% 1-Year Est. Return

Alta Capital Management's MUFG Position: Q3 2026 in Review

Alta Capital Management reduced its Mitsubishi UFJ Financial (MUFG) stake by 21% in Q3 2026, selling an estimated $91.3K and leaving 15,261 shares worth $352K. The position accounts for 0.03% of the portfolio, ranked #83.

Alta Capital Management first reported a position in MUFG in Q3 2025 and has held it in 5 quarters since. The position peaked at $384K in Q2 2026. 504 funds tracked by Wall St. Rank hold MUFG as of Q3 2026.

  • Alta Capital Management held 15,261 shares of Mitsubishi UFJ Financial worth $352K as of Q3 2026.
  • Alta Capital Management sold 4,049 Mitsubishi UFJ Financial shares in Q3 2026, an estimated $91.3K.
  • Mitsubishi UFJ Financial made up 0.03% of Alta Capital Management's portfolio in Q3 2026, its #83 holding.
  • Alta Capital Management first reported a position in Mitsubishi UFJ Financial in Q3 2025 and has held it in 5 quarters since.
  • Alta Capital Management's Mitsubishi UFJ Financial position peaked at $384K in Q2 2026.
  • 504 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q3 2026.

Based on Alta Capital Management's 13F filing for Q3 2026, filed 26 Oct 2026.