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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
Q2 		$6.25M Sell
314,107
-455
-0.1% -$8.57K 0.12% 166
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 $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

Callan Family Office's MUFG Position: Q2 2026 in Review

Callan Family Office reduced its Mitsubishi UFJ Financial (MUFG) stake by 0.14% in Q2 2026, selling an estimated $8.57K and leaving 314,107 shares worth $6.25M. The position accounts for 0.12% of the portfolio, ranked #166.

Callan Family Office first reported a position in MUFG in Q4 2024 and has held it in 7 quarters since. 576 funds tracked by Wall St. Rank hold MUFG as of Q2 2026.

  • Callan Family Office held 314,107 shares of Mitsubishi UFJ Financial worth $6.25M as of Q2 2026.
  • Callan Family Office sold 455 Mitsubishi UFJ Financial shares in Q2 2026, an estimated $8.57K.
  • Mitsubishi UFJ Financial made up 0.12% of Callan Family Office's portfolio in Q2 2026, its #166 holding.
  • Callan Family Office first reported a position in Mitsubishi UFJ Financial in Q4 2024 and has held it in 7 quarters since.
  • 576 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q2 2026.

Based on Callan Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.