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Calamos Wealth Management’s Mitsubishi UFJ Financial MUFG Stock Holding History

Calamos Wealth 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 		$1.42M Sell
71,435
-6,276
-8% -$118K 0.04% 174
2026
Q1 		$1.32M Sell
77,711
-3,132
-4% -$55.7K 0.05% 170
2025
Q4 		$1.28M Sell
80,843
-4,891
-6% -$75.6K 0.04% 167
2025
Q3 		$1.37M Buy
+85,734
New +$1.27M 0.05% 157
2025
Q2 		– Sell
-115,783
Closed -$1.58M – 362
2025
Q1 		$1.58M Buy
115,783
+6,485
+6% +$83.5K 0.08% 116
2024
Q4 		$1.28M Buy
109,298
+1,535
+1% +$17.3K 0.06% 123
2024
Q3 		$1.1M Buy
107,763
+3,085
+3% +$32.6K 0.06% 137
2024
Q2 		$1.13M Buy
104,678
+8,829
+9% +$89.5K 0.06% 133
2024
Q1 		$981K Sell
95,849
-49,914
-34% -$483K 0.06% 149
2023
Q4 		$1.26M Buy
145,763
+6,505
+5% +$54.9K 0.08% 122
2023
Q3 		$1.18M Buy
+139,258
New +$1.11M 0.09% 127

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

Calamos Wealth Management's MUFG Position: Q2 2026 in Review

Calamos Wealth Management reduced its Mitsubishi UFJ Financial (MUFG) stake by 8.1% in Q2 2026, selling an estimated $118K and leaving 71,435 shares worth $1.42M. The position accounts for 0.04% of the portfolio, ranked #174.

Calamos Wealth Management first reported a position in MUFG in Q3 2023 and has held it in 11 quarters since. The position peaked at $1.58M in Q1 2025. 576 funds tracked by Wall St. Rank hold MUFG as of Q2 2026.

  • Calamos Wealth Management held 71,435 shares of Mitsubishi UFJ Financial worth $1.42M as of Q2 2026.
  • Calamos Wealth Management sold 6,276 Mitsubishi UFJ Financial shares in Q2 2026, an estimated $118K.
  • Mitsubishi UFJ Financial made up 0.04% of Calamos Wealth Management's portfolio in Q2 2026, its #174 holding.
  • Calamos Wealth Management first reported a position in Mitsubishi UFJ Financial in Q3 2023 and has held it in 11 quarters since.
  • Calamos Wealth Management's Mitsubishi UFJ Financial position peaked at $1.58M in Q1 2025.
  • 576 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q2 2026.

Based on Calamos Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.