CCM
MUFG icon

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
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
Fisher Asset Management Camas, Washington $336B AUM 34.66% 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 $6.73T AUM 46.02% 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

Coldstream Capital Management's MUFG Position: Q1 2026 in Review

Coldstream Capital Management reduced its Mitsubishi UFJ Financial (MUFG) stake by 24% in Q1 2026, selling an estimated $206K and leaving 35,982 shares worth $611K. The position accounts for 0.01% of the portfolio, ranked #649.

Coldstream Capital Management first reported a position in MUFG in Q4 2023 and has held it in 10 quarters since. The position peaked at $803K in Q3 2025. 539 funds tracked by Wall St. Rank hold MUFG as of Q1 2026.

  • Coldstream Capital Management held 35,982 shares of Mitsubishi UFJ Financial worth $611K as of Q1 2026.
  • Coldstream Capital Management sold 11,555 Mitsubishi UFJ Financial shares in Q1 2026, an estimated $206K.
  • Mitsubishi UFJ Financial made up 0.01% of Coldstream Capital Management's portfolio in Q1 2026, its #649 holding.
  • Coldstream Capital Management first reported a position in Mitsubishi UFJ Financial in Q4 2023 and has held it in 10 quarters since.
  • Coldstream Capital Management's Mitsubishi UFJ Financial position peaked at $803K in Q3 2025.
  • 539 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q1 2026.

Based on Coldstream Capital Management's 13F filing for Q1 2026, filed 8 May 2026.