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Caprock Group’s Mitsubishi UFJ Financial MUFG Stock Holding History

Caprock Group’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 		$2.89M Buy
170,238
+4,838
+3% +$86.1K 0.07% 243
2025
Q4 		$2.62M Buy
165,400
+10,569
+7% +$163K 0.06% 296
2025
Q3 		$2.37M Buy
+154,831
New +$2.29M 0.06% 303
2025
Q1 		$2.26M Buy
165,910
+29,253
+21% +$377K 0.07% 262
2024
Q4 		$1.6M Buy
136,657
+7,166
+6% +$80.6K 0.05% 318
2024
Q3 		$1.32M Buy
+129,491
New +$1.37M 0.05% 329
2024
Q2 		– Sell
-51,661
Closed -$528K – 893
2024
Q1 		$528K Sell
51,661
-1,584
-3% -$15.3K 0.03% 395
2023
Q4 		$458K Buy
53,245
+2,979
+6% +$25.1K 0.03% 416
2023
Q3 		$427K Buy
50,266
+189
+0.4% +$1.51K 0.03% 395
2023
Q2 		$372K Buy
50,077
+23,377
+88% +$156K 0.03% 445
2023
Q1 		$171K Buy
+26,700
New +$187K 0.01% 605
2020
Q3 		– Sell
-10,559
Closed -$43K – 441
2020
Q2 		$43K Sell
10,559
-4,780
-31% -$18.9K 0.01% 415
2020
Q1 		$56K Buy
+15,339
New +$73.1K 0.01% 343
2019
Q2 		– Sell
-27,581
Closed -$137K – 388
2019
Q1 		$137K Sell
27,581
-13,757
-33% -$71.5K 0.03% 356
2018
Q4 		$201K Buy
41,338
+11,709
+40% +$66.3K 0.05% 319
2018
Q3 		$183K Buy
29,629
+1,310
+5% +$7.9K 0.04% 377
2018
Q2 		$163K Sell
28,319
-8,088
-22% -$51.2K 0.03% 412
2018
Q1 		$242K Sell
36,407
-846
-2% -$6.16K 0.05% 335
2017
Q4 		$297K Sell
37,253
-200
-0.5% -$1.36K 0.06% 302
2017
Q3 		$241K Buy
37,453
+2,400
+7% +$15.2K 0.05% 357
2017
Q2 		$239K Buy
+35,053
New +$223K 0.05% 334
2016
Q2 		– Sell
-44,411
Closed -$204K – 319
2016
Q1 		$204K Buy
+44,411
New +$217K 0.05% 311

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

Caprock Group's MUFG Position: Q1 2026 in Review

Caprock Group increased its Mitsubishi UFJ Financial (MUFG) stake by 2.9% in Q1 2026, buying an estimated $86.1K and bringing the position to 170,238 shares worth $2.89M. The position accounts for 0.07% of the portfolio, ranked #243.

Caprock Group first reported a position in MUFG in Q1 2016 and has held it in 22 quarters since. 537 funds tracked by Wall St. Rank hold MUFG as of Q1 2026.

  • Caprock Group held 170,238 shares of Mitsubishi UFJ Financial worth $2.89M as of Q1 2026.
  • Caprock Group bought 4,838 Mitsubishi UFJ Financial shares in Q1 2026, an estimated $86.1K.
  • Mitsubishi UFJ Financial made up 0.07% of Caprock Group's portfolio in Q1 2026, its #243 holding.
  • Caprock Group first reported a position in Mitsubishi UFJ Financial in Q1 2016 and has held it in 22 quarters since.
  • 537 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q1 2026.

Based on Caprock Group's 13F filing for Q1 2026, filed 11 May 2026.