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 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 Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Calamos Wealth Management's MUFG Position: Q1 2026 in Review

Calamos Wealth Management reduced its Mitsubishi UFJ Financial (MUFG) stake by 3.9% in Q1 2026, selling an estimated $55.7K and leaving 77,711 shares worth $1.32M. The position accounts for 0.05% of the portfolio, ranked #170.

Calamos Wealth Management first reported a position in MUFG in Q3 2023 and has held it in 10 quarters since. The position peaked at $1.58M in Q1 2025. 537 funds tracked by Wall St. Rank hold MUFG as of Q1 2026.

Calamos Wealth Management held 77,711 shares of Mitsubishi UFJ Financial worth $1.32M as of Q1 2026.
Calamos Wealth Management sold 3,132 Mitsubishi UFJ Financial shares in Q1 2026, an estimated $55.7K.
Mitsubishi UFJ Financial made up 0.05% of Calamos Wealth Management's portfolio in Q1 2026, its #170 holding.
Calamos Wealth Management first reported a position in Mitsubishi UFJ Financial in Q3 2023 and has held it in 10 quarters since.
Calamos Wealth Management's Mitsubishi UFJ Financial position peaked at $1.58M in Q1 2025.
537 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q1 2026.

Based on Calamos Wealth Management's 13F filing for Q1 2026, filed 4 May 2026.