Cordatus Wealth Management’s Mitsubishi UFJ Financial MUFG Stock Holding History

Cordatus Wealth 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	$847K	Buy	42,580 +465	+1%	+$8.76K	0.19%	92
2026 Q1	$715K	Buy	42,115 +561	+1%	+$9.98K	0.17%	100
2025 Q4	$659K	Sell	41,554 -1,711	-4%	-$26.5K	0.15%	102
2025 Q3	$690K	Buy	43,265 +106	+0.2%	+$1.57K	0.16%	99
2025 Q2	$592K	Sell	43,159 -957	-2%	-$12.4K	0.15%	108
2025 Q1	$601K	Buy	+44,116	New	+$568K	0.16%	95

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

Cordatus Wealth Management's MUFG Position: Q2 2026 in Review

Cordatus Wealth Management increased its Mitsubishi UFJ Financial (MUFG) stake by 1.1% in Q2 2026, buying an estimated $8.76K and bringing the position to 42,580 shares worth $847K. The position accounts for 0.19% of the portfolio, ranked #92.

Cordatus Wealth Management first reported a position in MUFG in Q1 2025 and has held it in 6 quarters since. 576 funds tracked by Wall St. Rank hold MUFG as of Q2 2026.

Cordatus Wealth Management held 42,580 shares of Mitsubishi UFJ Financial worth $847K as of Q2 2026.
Cordatus Wealth Management bought 465 Mitsubishi UFJ Financial shares in Q2 2026, an estimated $8.76K.
Mitsubishi UFJ Financial made up 0.19% of Cordatus Wealth Management's portfolio in Q2 2026, its #92 holding.
Cordatus Wealth Management first reported a position in Mitsubishi UFJ Financial in Q1 2025 and has held it in 6 quarters since.
576 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q2 2026.

Based on Cordatus Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.