Cornerstone Planning Group’s Mitsubishi UFJ Financial MUFG Stock Holding History

Cornerstone Planning Group’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 Q3	–	Sell	-1,876	Closed	-$42K	–	1125
2026 Q2	$42K	Buy	1,876 +139	+8%	+$2.62K	0.01%	446
2026 Q1	$30.8K	Buy	1,737 +122	+8%	+$2.17K	﹤0.01%	536
2025 Q4	$29K	Buy	1,615 +341	+27%	+$5.27K	﹤0.01%	485
2025 Q3	$19.3K	Buy	1,274 +368	+41%	+$5.45K	﹤0.01%	596
2025 Q2	$12.7K	Sell	906 -71	-7%	-$918	﹤0.01%	506
2025 Q1	$11.8K	Sell	977 -3	-0.3%	-$39	﹤0.01%	525
2024 Q4	$12.2K	Buy	980 +309	+46%	+$3.47K	﹤0.01%	390
2024 Q3	$7.05K	Buy	671 +176	+36%	+$1.86K	﹤0.01%	492
2024 Q2	$4.7K	Buy	+495	New	+$5.02K	﹤0.01%	595
2023 Q3	–	Sell	-334	Closed	-$2.46K	–	1276
2023 Q2	$2.46K	Buy	+334	New	+$2.22K	﹤0.01%	1097
2022 Q4	$2.42K	Buy	+334	New	+$1.73K	﹤0.01%	1138

Other funds holding MUFG

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return

Boston Common Asset Management Boston, Massachusetts $1.72B AUM 26.04% 1-Year Est. Return

Guardian Partners Toronto, Canada $1.13B AUM 28.37% 1-Year Est. Return

Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return

Quadrant Capital Group Cincinnati, Ohio $3.7B AUM 33.76% 1-Year Est. Return

Augustine Asset Management Jacksonville, Florida $464M AUM 16.89% 1-Year Est. Return

Henry James International Management New York $330M AUM 35.5% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Cornerstone Planning Group's MUFG Position: Q3 2026 in Review

Cornerstone Planning Group sold out of Mitsubishi UFJ Financial (MUFG) in Q3 2026, closing a stake of 1,876 shares — an estimated $42K sold.

Cornerstone Planning Group first reported a position in MUFG in Q4 2022 and held it in 11 quarters. The position peaked at $42K in Q2 2026. 137 funds tracked by Wall St. Rank hold MUFG as of Q3 2026.

Cornerstone Planning Group reported no remaining Mitsubishi UFJ Financial position as of Q3 2026 after selling out during the quarter.
Cornerstone Planning Group sold 1,876 Mitsubishi UFJ Financial shares in Q3 2026, an estimated $42K.
Cornerstone Planning Group first reported a position in Mitsubishi UFJ Financial in Q4 2022 and held it in 11 quarters.
Cornerstone Planning Group's Mitsubishi UFJ Financial position peaked at $42K in Q2 2026.
137 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q3 2026.

Based on Cornerstone Planning Group's 13F filing for Q3 2026, filed 16 Oct 2026.