COMPASS FINANCIAL MANAGEMENT LLC’s Mitsubishi UFJ Financial MUFG Stock Holding History

COMPASS FINANCIAL MANAGEMENT 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 Q2	$20.4K	Buy	+1,028	New	+$19.4K	﹤0.01%	890

Other funds holding MUFG

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

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

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

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

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

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

TAM

Todd Asset Management Louisville, Kentucky $5.63B AUM 45.28% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Aviso Financial Toronto, Ontario, Canada $2.88B AUM 23.24% 1-Year Est. Return

COMPASS FINANCIAL MANAGEMENT LLC's MUFG Position: Q2 2026 in Review

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in Mitsubishi UFJ Financial (MUFG) in Q2 2026: 1,028 shares worth $20.4K. The stake represents ﹤0.01% of the portfolio and ranks #890 among its holdings.

465 funds tracked by Wall St. Rank hold MUFG as of Q2 2026.

COMPASS FINANCIAL MANAGEMENT LLC held 1,028 shares of Mitsubishi UFJ Financial worth $20.4K as of Q2 2026.
Mitsubishi UFJ Financial was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
Mitsubishi UFJ Financial made up ﹤0.01% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #890 holding.
465 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q2 2026.

Based on COMPASS FINANCIAL MANAGEMENT LLC's 13F filing for Q2 2026, filed 12 Aug 2026.