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Capital Analysts LLC’s Mitsubishi UFJ Financial MUFG Stock Holding History

Capital Analysts LLC’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 		$41K Sell
2,415
-824
-25% -$14.7K ﹤0.01% 980
2025
Q4 		$52K Buy
3,239
+985
+44% +$15.2K ﹤0.01% 906
2025
Q3 		$36K Hold
2,254
– – ﹤0.01% 950
2025
Q2 		$31K Sell
2,254
-380
-14% -$4.91K ﹤0.01% 910
2025
Q1 		$36K Hold
2,634
– – ﹤0.01% 861
2024
Q4 		$31K Hold
2,634
– – ﹤0.01% 844
2024
Q3 		$27K Buy
+2,634
New +$27.8K ﹤0.01% 844

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 $871B 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 $5.72T 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 $570B AUM 27.57% 1-Year Est. Return

Capital Analysts LLC's MUFG Position: Q1 2026 in Review

Capital Analysts LLC reduced its Mitsubishi UFJ Financial (MUFG) stake by 25% in Q1 2026, selling an estimated $14.7K and leaving 2,415 shares worth $41K. The position accounts for ﹤0.01% of the portfolio, ranked #980.

Capital Analysts LLC first reported a position in MUFG in Q3 2024 and has held it in 7 quarters since. The position peaked at $52K in Q4 2025. 537 funds tracked by Wall St. Rank hold MUFG as of Q1 2026.

  • Capital Analysts LLC held 2,415 shares of Mitsubishi UFJ Financial worth $41K as of Q1 2026.
  • Capital Analysts LLC sold 824 Mitsubishi UFJ Financial shares in Q1 2026, an estimated $14.7K.
  • Mitsubishi UFJ Financial made up ﹤0.01% of Capital Analysts LLC's portfolio in Q1 2026, its #980 holding.
  • Capital Analysts LLC first reported a position in Mitsubishi UFJ Financial in Q3 2024 and has held it in 7 quarters since.
  • Capital Analysts LLC's Mitsubishi UFJ Financial position peaked at $52K in Q4 2025.
  • 537 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q1 2026.

Based on Capital Analysts LLC's 13F filing for Q1 2026, filed 14 May 2026.