CFO
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Callan Family Office’s Mitsubishi UFJ Financial MUFG Stock Holding History

Callan Family Office’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 		$5.34M Buy
314,562
+352
+0.1% +$6.26K 0.12% 183
2025
Q4 		$4.98M Buy
314,210
+86,078
+38% +$1.33M 0.11% 189
2025
Q3 		$3.64M Sell
228,132
-46,514
-17% -$689K 0.12% 186
2025
Q2 		$3.77M Buy
274,646
+200,416
+270% +$2.59M 0.12% 186
2025
Q1 		$1.01M Sell
74,230
-47,881
-39% -$617K 0.08% 215
2024
Q4 		$1.43M Buy
+122,111
New +$1.37M 0.09% 189

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 $761B 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 $5.7T 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 $528B AUM 27.57% 1-Year Est. Return