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Callan Capital’s Mitsubishi UFJ Financial MUFG Stock Holding History

Callan Capital’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
2025
Q1 		$1.21M Buy
88,492
+18,651
+27% +$240K 0.09% 106
2024
Q4 		$819K Buy
69,841
+10,907
+19% +$123K 0.06% 125
2024
Q3 		$600K Buy
58,934
+18,153
+45% +$192K 0.04% 154
2024
Q2 		$440K Buy
40,781
+4,400
+12% +$44.6K 0.04% 180
2024
Q1 		$372K Buy
36,381
+13,686
+60% +$132K 0.03% 174
2023
Q4 		$195K Buy
+22,695
New +$191K 0.02% 215

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Chevy Chase Trust
Chevy Chase Trust Bethesda, Maryland $34.7B AUM 29.45% 1-Year Est. Return

Callan Capital's MUFG Position: Q1 2025 in Review

Callan Capital increased its Mitsubishi UFJ Financial (MUFG) stake by 27% in Q1 2025, buying an estimated $240K and bringing the position to 88,492 shares worth $1.21M. The position accounts for 0.09% of the portfolio, ranked #106.

Callan Capital first reported a position in MUFG in Q4 2023 and has held it in 6 quarters since. 454 funds tracked by Wall St. Rank hold MUFG as of Q1 2025.

  • Callan Capital held 88,492 shares of Mitsubishi UFJ Financial worth $1.21M as of Q1 2025.
  • Callan Capital bought 18,651 Mitsubishi UFJ Financial shares in Q1 2025, an estimated $240K.
  • Mitsubishi UFJ Financial made up 0.09% of Callan Capital's portfolio in Q1 2025, its #106 holding.
  • Callan Capital first reported a position in Mitsubishi UFJ Financial in Q4 2023 and has held it in 6 quarters since.
  • 454 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q1 2025.

Based on Callan Capital's 13F filing for Q1 2025, filed 29 Apr 2025.