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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
Q2 		$3.5M Sell
176,171
-1,029
-0.6% -$19.4K 1.26% 20
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 $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

Altman Advisors's MUFG Position: Q2 2026 in Review

Altman Advisors reduced its Mitsubishi UFJ Financial (MUFG) stake by 0.58% in Q2 2026, selling an estimated $19.4K and leaving 176,171 shares worth $3.5M. The position accounts for 1.26% of the portfolio, ranked #20.

Altman Advisors first reported a position in MUFG in Q1 2023 and has held it in 13 quarters since. 576 funds tracked by Wall St. Rank hold MUFG as of Q2 2026.

  • Altman Advisors held 176,171 shares of Mitsubishi UFJ Financial worth $3.5M as of Q2 2026.
  • Altman Advisors sold 1,029 Mitsubishi UFJ Financial shares in Q2 2026, an estimated $19.4K.
  • Mitsubishi UFJ Financial made up 1.26% of Altman Advisors's portfolio in Q2 2026, its #20 holding.
  • Altman Advisors first reported a position in Mitsubishi UFJ Financial in Q1 2023 and has held it in 13 quarters since.
  • 576 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q2 2026.

Based on Altman Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.