Capital Fund Management (CFM)’s Mitsubishi UFJ Financial MUFG Stock Holding History

Capital Fund Management (CFM)’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	–	Sell	-22,056	Closed	-$350K	–	2388
2025 Q4	$350K	Sell	22,056 -110,394	-83%	-$1.71M	﹤0.01%	2273
2025 Q3	$2.11M	Buy	132,450 +91,810	+226%	+$1.36M	0.01%	1764
2025 Q2	$558K	Sell	40,640 -64,376	-61%	-$832K	﹤0.01%	2168
2025 Q1	$1.43M	Buy	+105,016	New	+$1.35M	﹤0.01%	1542
2024 Q4	–	Sell	-47,468	Closed	-$483K	–	2182
2024 Q3	$483K	Buy	+47,468	New	+$501K	﹤0.01%	1854
2024 Q2	–	Sell	-340,014	Closed	-$3.48M	–	2074
2024 Q1	$3.48M	Buy	340,014 +52,984	+18%	+$513K	0.01%	1206
2023 Q4	$2.47M	Buy	287,030 +126,282	+79%	+$1.07M	0.01%	1435
2023 Q3	$1.36M	Buy	+160,748	New	+$1.28M	﹤0.01%	1528
2018 Q3	–	Sell	-62,800	Closed	-$355K	–	2156
2018 Q2	$355K	Buy	+62,800	New	+$398K	﹤0.01%	1732
2017 Q4	–	Sell	-105,000	Closed	-$676K	–	1918
2017 Q3	$676K	Buy	+105,000	New	+$663K	﹤0.01%	1096

Other funds holding MUFG

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Capital Fund Management (CFM)'s MUFG Position: Q1 2026 in Review

Capital Fund Management (CFM) sold out of Mitsubishi UFJ Financial (MUFG) in Q1 2026, closing a stake of 22,056 shares — an estimated $350K sold.

Capital Fund Management (CFM) first reported a position in MUFG in Q3 2017 and held it in 10 quarters. The position peaked at $3.48M in Q1 2024. 540 funds tracked by Wall St. Rank hold MUFG as of Q1 2026.

Capital Fund Management (CFM) reported no remaining Mitsubishi UFJ Financial position as of Q1 2026 after selling out during the quarter.
Capital Fund Management (CFM) sold 22,056 Mitsubishi UFJ Financial shares in Q1 2026, an estimated $350K.
Capital Fund Management (CFM) first reported a position in Mitsubishi UFJ Financial in Q3 2017 and held it in 10 quarters.
Capital Fund Management (CFM)'s Mitsubishi UFJ Financial position peaked at $3.48M in Q1 2024.
540 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q1 2026.

Based on Capital Fund Management (CFM)'s 13F filing for Q1 2026, filed 14 May 2026.