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Altman Advisors’s Mitsubishi UFJ Financial MUFG Stock Holding History

Altman Advisors’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
Q1 		$3.01M Sell
177,200
-25,571
-13% -$455K 1.25% 23
2025
Q4 		$3.22M Buy
202,771
+1,490
+0.7% +$23K 1.21% 24
2025
Q3 		$3.21M Buy
201,281
+398
+0.2% +$5.89K 1.23% 24
2025
Q2 		$2.76M Buy
200,883
+2,121
+1% +$27.4K 1.13% 24
2025
Q1 		$2.51M Sell
198,762
-1,762
-0.9% -$22.7K 1.16% 21
2024
Q4 		$2.35M Sell
200,524
-2,141
-1% -$24.1K 1% 27
2024
Q3 		$2.06M Buy
202,665
+472
+0.2% +$4.98K 0.92% 32
2024
Q2 		$2.18M Sell
202,193
-2,648
-1% -$26.9K 1.24% 24
2024
Q1 		$2.04M Buy
204,841
+5,213
+3% +$50.4K 1% 28
2023
Q4 		$1.72M Buy
199,628
+1,705
+0.9% +$14.4K 0.9% 33
2023
Q3 		$1.68M Buy
+197,923
New +$1.58M 1.05% 22
2023
Q1 		$1.19K Buy
+196,353
New +$1.37M ﹤0.01% 66

Other funds holding MUFG

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Altman Advisors's MUFG Position: Q1 2026 in Review

Altman Advisors reduced its Mitsubishi UFJ Financial (MUFG) stake by 13% in Q1 2026, selling an estimated $455K and leaving 177,200 shares worth $3.01M. The position accounts for 1.25% of the portfolio, ranked #23.

Altman Advisors first reported a position in MUFG in Q1 2023 and has held it in 12 quarters since. The position peaked at $3.22M in Q4 2025. 537 funds tracked by Wall St. Rank hold MUFG as of Q1 2026.

  • Altman Advisors held 177,200 shares of Mitsubishi UFJ Financial worth $3.01M as of Q1 2026.
  • Altman Advisors sold 25,571 Mitsubishi UFJ Financial shares in Q1 2026, an estimated $455K.
  • Mitsubishi UFJ Financial made up 1.25% of Altman Advisors's portfolio in Q1 2026, its #23 holding.
  • Altman Advisors first reported a position in Mitsubishi UFJ Financial in Q1 2023 and has held it in 12 quarters since.
  • Altman Advisors's Mitsubishi UFJ Financial position peaked at $3.22M in Q4 2025.
  • 537 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q1 2026.

Based on Altman Advisors's 13F filing for Q1 2026, filed 5 May 2026.