Coldstream Capital Management’s Mitsubishi UFJ Financial MUFG Stock Holding History

Coldstream Capital Management’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	$747K	Buy	37,570 +1,588	+4%	+$29.9K	0.01%	582
2026 Q1	$611K	Sell	35,982 -11,555	-24%	-$206K	0.01%	649
2025 Q4	$754K	Sell	47,537 -2,824	-6%	-$43.7K	0.01%	543
2025 Q3	$803K	Buy	50,361 +917	+2%	+$13.6K	0.01%	532
2025 Q2	$678K	Buy	49,444 +7,300	+17%	+$94.4K	0.01%	538
2025 Q1	$574K	Buy	42,144 +4,982	+13%	+$64.2K	0.01%	551
2024 Q4	$436K	Buy	37,162 +7,973	+27%	+$89.6K	0.01%	664
2024 Q3	$297K	Buy	29,189 +4,570	+19%	+$48.2K	0.01%	843
2024 Q2	$266K	Buy	24,619 +165	+0.7%	+$1.67K	0.01%	809
2024 Q1	$250K	Buy	24,454 +9,361	+62%	+$90.6K	0.01%	844
2023 Q4	$130K	Buy	+15,093	New	+$127K	﹤0.01%	914

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

BlackRock New York $6.73T AUM 46.02% 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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Chevy Chase Trust Bethesda, Maryland $38.8B AUM 41.35% 1-Year Est. Return

Coldstream Capital Management's MUFG Position: Q2 2026 in Review

Coldstream Capital Management increased its Mitsubishi UFJ Financial (MUFG) stake by 4.4% in Q2 2026, buying an estimated $29.9K and bringing the position to 37,570 shares worth $747K. The position accounts for 0.01% of the portfolio, ranked #582.

Coldstream Capital Management first reported a position in MUFG in Q4 2023 and has held it in 11 quarters since. The position peaked at $803K in Q3 2025. 576 funds tracked by Wall St. Rank hold MUFG as of Q2 2026.

Coldstream Capital Management held 37,570 shares of Mitsubishi UFJ Financial worth $747K as of Q2 2026.
Coldstream Capital Management bought 1,588 Mitsubishi UFJ Financial shares in Q2 2026, an estimated $29.9K.
Mitsubishi UFJ Financial made up 0.01% of Coldstream Capital Management's portfolio in Q2 2026, its #582 holding.
Coldstream Capital Management first reported a position in Mitsubishi UFJ Financial in Q4 2023 and has held it in 11 quarters since.
Coldstream Capital Management's Mitsubishi UFJ Financial position peaked at $803K in Q3 2025.
576 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q2 2026.

Based on Coldstream Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.