Compass Financial Management’s Mitsubishi UFJ Financial MUFG Stock Holding History

Compass Financial 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	$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

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

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

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

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

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

Compass Financial Management's MUFG Position: Q2 2026 in Review

Compass Financial Management 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.

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

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

Based on Compass Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.