Coastal Bridge Advisors’s Mitsubishi UFJ Financial MUFG Stock Holding History

Coastal Bridge Advisors’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	$198K	Sell	11,692 -1,987	-15%	-$35.4K	0.01%	429
2025 Q4	$217K	Sell	13,679 -500	-4%	-$7.73K	0.02%	422
2025 Q3	$226K	Buy	14,179 +458	+3%	+$6.78K	0.02%	409
2025 Q2	$188K	Buy	13,721 +1,732	+14%	+$22.4K	0.02%	421
2025 Q1	$163K	Buy	+11,989	New	+$154K	0.04%	244

Other funds holding MUFG

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Coastal Bridge Advisors's MUFG Position: Q1 2026 in Review

Coastal Bridge Advisors reduced its Mitsubishi UFJ Financial (MUFG) stake by 15% in Q1 2026, selling an estimated $35.4K and leaving 11,692 shares worth $198K. The position accounts for 0.01% of the portfolio, ranked #429.

Coastal Bridge Advisors first reported a position in MUFG in Q1 2025 and has held it in 5 quarters since. The position peaked at $226K in Q3 2025. 537 funds tracked by Wall St. Rank hold MUFG as of Q1 2026.

Coastal Bridge Advisors held 11,692 shares of Mitsubishi UFJ Financial worth $198K as of Q1 2026.
Coastal Bridge Advisors sold 1,987 Mitsubishi UFJ Financial shares in Q1 2026, an estimated $35.4K.
Mitsubishi UFJ Financial made up 0.01% of Coastal Bridge Advisors's portfolio in Q1 2026, its #429 holding.
Coastal Bridge Advisors first reported a position in Mitsubishi UFJ Financial in Q1 2025 and has held it in 5 quarters since.
Coastal Bridge Advisors's Mitsubishi UFJ Financial position peaked at $226K in Q3 2025.
537 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q1 2026.

Based on Coastal Bridge Advisors's 13F filing for Q1 2026, filed 14 May 2026.