Capricorn Fund Managers’s Mitsubishi UFJ Financial MUFG Stock Holding History

Capricorn Fund Managers’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 Q3	$2.08M	Buy	+90,000	New	+$2.03M	0.2%	100
2023 Q4	–	Sell	-2,346,931	Closed	-$19.9M	–	74
2023 Q3	$19.9M	Buy	2,346,931 +1,273,966	+119%	+$10.2M	6.91%	3
2023 Q2	$7.91M	Buy	1,072,965 +256,277	+31%	+$1.71M	2.84%	11
2023 Q1	$5.22M	Sell	816,688 -588,372	-42%	-$4.12M	1.59%	17
2022 Q4	$9.37M	Buy	1,405,060 +1,033,067	+278%	+$5.35M	2.4%	12
2022 Q3	$1.67M	Buy	371,993 +245,458	+194%	+$1.28M	0.53%	59
2022 Q2	$676K	Buy	+126,535	New	+$729K	0.12%	85

Other funds holding MUFG

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Todd Asset Management Louisville, Kentucky $5.51B AUM 33.77% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

Capricorn Fund Managers's MUFG Position: Q3 2026 in Review

Capricorn Fund Managers opened a new position in Mitsubishi UFJ Financial (MUFG) in Q3 2026: 90,000 shares worth $2.08M. The stake represents 0.2% of the portfolio and ranks #100 among its holdings. This is a return to the name: Capricorn Fund Managers previously reported a position in MUFG as recently as Q3 2023.

Capricorn Fund Managers first reported a position in MUFG in Q2 2022 and has held it in 7 quarters since. The position peaked at $19.9M in Q3 2023. 333 funds tracked by Wall St. Rank hold MUFG as of Q3 2026.

Capricorn Fund Managers held 90,000 shares of Mitsubishi UFJ Financial worth $2.08M as of Q3 2026.
Mitsubishi UFJ Financial was a new Capricorn Fund Managers position in Q3 2026.
Mitsubishi UFJ Financial made up 0.2% of Capricorn Fund Managers's portfolio in Q3 2026, its #100 holding.
Capricorn Fund Managers first reported a position in Mitsubishi UFJ Financial in Q2 2022 and has held it in 7 quarters since.
Capricorn Fund Managers's Mitsubishi UFJ Financial position peaked at $19.9M in Q3 2023.
333 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q3 2026.

Based on Capricorn Fund Managers's 13F filing for Q3 2026, filed 3 Nov 2026.