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Atlas Capital Advisors’s Mitsubishi UFJ Financial MUFG Stock Holding History

Atlas Capital 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 		$675K Sell
39,801
-14,843
-27% -$264K 0.08% 207
2025
Q4 		$867K Buy
+54,644
New +$845K 0.1% 174
2025
Q2 		$678K Sell
49,392
-286
-0.6% -$3.7K 0.08% 200
2025
Q1 		$677K Buy
49,678
+458
+0.9% +$5.9K 0.08% 202
2024
Q4 		$577K Sell
49,220
-13,112
-21% -$147K 0.07% 213
2024
Q3 		$635K Sell
62,332
-5,878
-9% -$62K 0.1% 183
2024
Q2 		$737K Sell
68,210
-7,166
-10% -$72.7K 0.1% 167
2024
Q1 		$771K Buy
75,376
+9,664
+15% +$93.5K 0.12% 158
2023
Q4 		$566K Buy
65,712
+13,102
+25% +$111K 0.08% 196
2023
Q3 		$447K Buy
52,610
+3,038
+6% +$24.2K 0.07% 210
2023
Q2 		$365K Sell
49,572
-1,134
-2% -$7.55K 0.06% 260
2023
Q1 		$324K Sell
50,706
-3,301
-6% -$23.1K 0.05% 269
2022
Q4 		$360K Hold
54,007
– – 0.06% 232
2022
Q3 		$243K Hold
54,007
– – 0.04% 314
2022
Q2 		$288K Sell
54,007
-21,360
-28% -$123K 0.05% 292
2022
Q1 		$467K Hold
75,367
– – 0.07% 219
2021
Q4 		$412K Buy
75,367
+66,777
+777% +$376K 0.06% 250
2021
Q3 		$50.9K Buy
8,590
+1,792
+26% +$9.95K 0.01% 516
2021
Q2 		$36.8K Buy
+6,798
New +$37.8K 0.01% 564
2021
Q1 		– Sell
-39,422
Closed -$175K – 817
2020
Q4 		$175K Hold
39,422
– – 0.04% 319
2020
Q3 		$158K Hold
39,422
– – 0.04% 299
2020
Q2 		$155K Hold
39,422
– – 0.04% 344
2020
Q1 		$144K Hold
39,422
– – 0.04% 318
2019
Q4 		$214K Hold
39,422
– – 0.05% 311
2019
Q3 		$200K Sell
39,422
-1,863
-5% -$9.13K 0.06% 317
2019
Q2 		$196K Sell
41,285
-9,624
-19% -$46.2K 0.06% 296
2019
Q1 		$252K Hold
50,909
– – 0.09% 234
2018
Q4 		$248K Sell
50,909
-12,081
-19% -$68.4K 0.1% 235
2018
Q3 		$392K Sell
62,990
-1,288
-2% -$7.77K 0.13% 205
2018
Q2 		$374K Buy
64,278
+1,952
+3% +$12.4K 0.13% 196
2018
Q1 		$414K Buy
+62,326
New +$454K 0.13% 210

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

Atlas Capital Advisors's MUFG Position: Q1 2026 in Review

Atlas Capital Advisors reduced its Mitsubishi UFJ Financial (MUFG) stake by 27% in Q1 2026, selling an estimated $264K and leaving 39,801 shares worth $675K. The position accounts for 0.08% of the portfolio, ranked #207.

Atlas Capital Advisors first reported a position in MUFG in Q1 2018 and has held it in 31 quarters since. The position peaked at $867K in Q4 2025. 537 funds tracked by Wall St. Rank hold MUFG as of Q1 2026.

  • Atlas Capital Advisors held 39,801 shares of Mitsubishi UFJ Financial worth $675K as of Q1 2026.
  • Atlas Capital Advisors sold 14,843 Mitsubishi UFJ Financial shares in Q1 2026, an estimated $264K.
  • Mitsubishi UFJ Financial made up 0.08% of Atlas Capital Advisors's portfolio in Q1 2026, its #207 holding.
  • Atlas Capital Advisors first reported a position in Mitsubishi UFJ Financial in Q1 2018 and has held it in 31 quarters since.
  • Atlas Capital Advisors's Mitsubishi UFJ Financial position peaked at $867K in Q4 2025.
  • 537 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q1 2026.

Based on Atlas Capital Advisors's 13F filing for Q1 2026, filed 11 May 2026.