Burns Matteson Capital Management’s Mitsubishi UFJ Financial MUFG Stock Holding History

Burns Matteson 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	$951K	Sell	47,835 -1,142	-2%	-$21.5K	0.3%	46
2026 Q1	$831K	Buy	48,977 +22,537	+85%	+$401K	0.3%	46
2025 Q4	$419K	Buy	26,440 +2,382	+10%	+$36.8K	0.15%	126
2025 Q3	$383K	Buy	24,058 +4,036	+20%	+$59.8K	0.15%	119
2025 Q2	$275K	Buy	20,022 +6,070	+44%	+$78.5K	0.13%	139
2025 Q1	$190K	Buy	13,952 +3,322	+31%	+$42.8K	0.1%	162
2024 Q4	$125K	Sell	10,630 -133	-1%	-$1.5K	0.07%	150
2024 Q3	$110K	Sell	10,763 -2,080	-16%	-$22K	0.06%	149
2024 Q2	$139K	Buy	12,843 +633	+5%	+$6.42K	0.09%	145
2024 Q1	$125K	Hold	12,210	–	–	0.08%	147
2023 Q4	$105K	Hold	12,210	–	–	0.07%	131
2023 Q3	$104K	Buy	12,210 +119	+1%	+$949	0.07%	131
2023 Q2	$89.1K	Sell	12,091 -282	-2%	-$1.88K	0.05%	136
2023 Q1	$79.1K	Sell	12,373 -448	-3%	-$3.13K	0.05%	131
2022 Q4	$85.5K	Sell	12,821 -705	-5%	-$3.65K	0.06%	133
2022 Q3	$60.9K	Hold	13,526	–	–	0.04%	117
2022 Q2	$72.2K	Buy	+13,526	New	+$77.9K	0.05%	110

Other funds holding MUFG

CGH

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

AAM

Augustine Asset Management Jacksonville, Florida $494M AUM 76.22% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

HJIM

Henry James International Management New York $334M AUM 49.44% 1-Year Est. Return

JAM

JCIC Asset Management Toronto, Ontario, Canada $326M AUM 31.94% 1-Year Est. Return

AWA

Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 1-Year Est. Return

LWAM

Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return

BCM

BTC Capital Management Des Moines, Iowa $1.65B AUM 27.85% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Burns Matteson Capital Management's MUFG Position: Q2 2026 in Review

Burns Matteson Capital Management reduced its Mitsubishi UFJ Financial (MUFG) stake by 2.3% in Q2 2026, selling an estimated $21.5K and leaving 47,835 shares worth $951K. The position accounts for 0.3% of the portfolio, ranked #46.

Burns Matteson Capital Management first reported a position in MUFG in Q2 2022 and has held it in 17 quarters since. 88 funds tracked by Wall St. Rank hold MUFG as of Q2 2026.

Burns Matteson Capital Management held 47,835 shares of Mitsubishi UFJ Financial worth $951K as of Q2 2026.
Burns Matteson Capital Management sold 1,142 Mitsubishi UFJ Financial shares in Q2 2026, an estimated $21.5K.
Mitsubishi UFJ Financial made up 0.3% of Burns Matteson Capital Management's portfolio in Q2 2026, its #46 holding.
Burns Matteson Capital Management first reported a position in Mitsubishi UFJ Financial in Q2 2022 and has held it in 17 quarters since.
88 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q2 2026.

Based on Burns Matteson Capital Management's 13F filing for Q2 2026, filed 17 Jul 2026.