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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
Q2 		$42K Buy
1,876
+139
+8% +$2.62K 0.01% 446
2026
Q1 		$30.9K 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

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 $47.7B AUM 13.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Chevy Chase Trust
Chevy Chase Trust Bethesda, Maryland $38.8B AUM 41.35% 1-Year Est. Return

Cornerstone Planning Group's MUFG Position: Q2 2026 in Review

Cornerstone Planning Group increased its Mitsubishi UFJ Financial (MUFG) stake by 8% in Q2 2026, buying an estimated $2.62K and bringing the position to 1,876 shares worth $42K. The position accounts for 0.01% of the portfolio, ranked #446.

Cornerstone Planning Group first reported a position in MUFG in Q4 2022 and has held it in 11 quarters since. 576 funds tracked by Wall St. Rank hold MUFG as of Q2 2026.

  • Cornerstone Planning Group held 1,876 shares of Mitsubishi UFJ Financial worth $42K as of Q2 2026.
  • Cornerstone Planning Group bought 139 Mitsubishi UFJ Financial shares in Q2 2026, an estimated $2.62K.
  • Mitsubishi UFJ Financial made up 0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #446 holding.
  • Cornerstone Planning Group first reported a position in Mitsubishi UFJ Financial in Q4 2022 and has held it in 11 quarters since.
  • 576 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.