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Cottonwood Capital Advisors’s Mitsubishi UFJ Financial MUFG Stock Holding History

Cottonwood Capital Advisors’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
2025
Q3 		– Sell
-14,292
Closed -$196K – 115
2025
Q2 		$196K Sell
14,292
-857
-6% -$11.1K 0.13% 130
2025
Q1 		$206K Sell
15,149
-978
-6% -$12.6K 0.15% 118
2024
Q4 		$189K Buy
16,127
+2,233
+16% +$25.1K 0.14% 128
2024
Q3 		$141K Hold
13,894
– – 0.1% 120
2024
Q2 		$154K Hold
13,894
– – 0.12% 112
2024
Q1 		$138K Hold
13,894
– – 0.11% 119
2023
Q4 		$120K Buy
+13,894
New +$117K 0.1% 119

Other funds holding MUFG

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Chevy Chase Trust
Chevy Chase Trust Bethesda, Maryland $34.7B AUM 29.45% 1-Year Est. Return

Cottonwood Capital Advisors's MUFG Position: Q3 2025 in Review

Cottonwood Capital Advisors sold out of Mitsubishi UFJ Financial (MUFG) in Q3 2025, closing a stake of 14,292 shares — an estimated $196K sold.

Cottonwood Capital Advisors first reported a position in MUFG in Q4 2023 and held it in 7 quarters. The position peaked at $206K in Q1 2025. 487 funds tracked by Wall St. Rank hold MUFG as of Q3 2025.

  • Cottonwood Capital Advisors reported no remaining Mitsubishi UFJ Financial position as of Q3 2025 after selling out during the quarter.
  • Cottonwood Capital Advisors sold 14,292 Mitsubishi UFJ Financial shares in Q3 2025, an estimated $196K.
  • Cottonwood Capital Advisors first reported a position in Mitsubishi UFJ Financial in Q4 2023 and held it in 7 quarters.
  • Cottonwood Capital Advisors's Mitsubishi UFJ Financial position peaked at $206K in Q1 2025.
  • 487 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q3 2025.

Based on Cottonwood Capital Advisors's 13F filing for Q3 2025, filed 22 Oct 2025.